Terms of Use

If you do not agree to the Terms of Use, discontinue using the site immediately!

By using this site, you signify your Assent and Agreement to these Terms of Use. If you do not agree to these Terms of Use, do not use the site.

Restrictions on Use of Materials

Materials in this website are Copyrighted and all rights are reserved. Text, graphics, databases, HTML code, and other intellectual property are protected by US and International Copyright Laws, and may not be copied, reprinted, published, reengineered, translated, hosted, or otherwise distributed by any means without explicit permission. All of the trademarks on this site are trademarks of Plan Wise Wealth Group / https://www.planwisewealthgroup.com or of other owners used with their permission.

SMS Terms & Conditions

1- SMS Consent Communication:

The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

2- Types of SMS Communications:

If you have consented to receive text messages from Plan Wise Wealth Group, you may receive messages related to the following:
External conversations (related to remind and confirm in-office meetings as well as customer relationship communications)


Example: "Hey NAME, this is Richy with Plan Wise Wealth Group, LLC. Just texting to remind you of our appointment today at 12:30 pm in the office. Reply STOP to opt-out of SMS messaging "

3- Message Frequency:
Message frequency may vary depending on the type of communication. For example, you may receive up to 5 SMS messages per day related to your external conversations.


4- Potential Fees for SMS Messaging:
Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

5- Opt-In Method:
You may opt-in to receive SMS messages from Plan Wise Wealth Group in the following ways:

By messaging us first

6- Opt-Out Method:
You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

7- Help:
If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at (www.planwisewealthgroup.com)

8- Standard Messaging Disclosures:
Message and data rates may apply.
You can opt-out at any time by texting "STOP."
For assistance, text "HELP" or visit our [Privacy Policy - www.planwisewealthgroup.com/privacy-policy] and [Terms and Conditions] pages.
Message frequency may vary

Database Ownership, License, and Use

Plan Wise Wealth Group / https://www.planwisewealthgroup.com warrants, and you accept, that Plan Wise Wealth Group / https://www.planwisewealthgroup.com is the owner of the copyright of the Databases of Links to articles and resources available from time to time through https://www.planwisewealthgroup.com. Plan Wise Wealth Group / https://www.planwisewealthgroup.com and its contributors reserve all rights and no intellectual property rights are conferred by this agreement.

Plan Wise Wealth Group / https://www.planwisewealthgroup.com grants you a non-exclusive, non-transferable license to use database(s) accessible to you subject to these Terms and Conditions. The database(s) may be used only for viewing information or for extracting information to the extent described below.

You agree to use information obtained from Plan Wise Wealth Group’s databases only for your own private use or the internal purposes of your home or business, provided that is not the selling or brokering of information, and in no event cause or permit to be published, printed, downloaded, transmitted, distributed, reengineered, or reproduced in any form any part of the databases (whether directly or in condensed, selective or tabulated form) whether for resale, republishing, redistribution, viewing, or otherwise.

Nevertheless, you may on an occasional limited basis download or print out individual pages of information that have been individually selected, to meet a specific, identifiable need for information which is for your personal use only, or is for use in your business only internally, on a confidential basis. You may make such limited number of duplicates of any output, both in machine-readable or hard copy form, as may be reasonable for these purposes only. Nothing herein shall authorize you to create any database, directory or hard copy publication of or from the databases, whether for internal or external distribution or use.

Liability

The materials in this site are provided “as is” and without warranties of any kind either express or implied. Plan Wise Wealth Group / https://www.planwisewealthgroup.com disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability and fitness for a particular purpose. Plan Wise Wealth Group / https://www.planwisewealthgroup.com does not warrant that the functions contained in the materials will be uninterrupted or error-free, that defects will be corrected, or that this site or the server that makes it available are free of viruses or other harmful components. Plan Wise Wealth Group / https://www.planwisewealthgroup.com does not warrant or make any representations regarding the use or the results of the use of the materials in this site in terms of their correctness, accuracy, reliability, or otherwise. You (and not Plan Wise Wealth Group / https://www.planwisewealthgroup.com) assume the entire cost of all necessary servicing, repair or correction.

Applicable law may not allow the exclusion of implied warranties, so the above exclusion may not apply to you.

Under no circumstances, including, but not limited to, negligence, shall Plan Wise Wealth Group / https://www.planwisewealthgroup.com be liable for any special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Plan Wise Wealth Group / https://www.planwisewealthgroup.com or a Plan Wise Wealth Group / https://www.planwisewealthgroup.com authorized representative has been advised of the possibility of such damages. Applicable law may not allow the limitation or exclusion of liability or incidental or consequential damages, so the above limitation or exclusion may not apply to you. In no event shall Plan Wise Wealth Group / https://www.planwisewealthgroup.com’s total liability to you for all damages, losses, and causes of action (whether in contract, tort, including but not limited to, negligence or otherwise) exceed the amount paid by you, if any, for accessing this site.

Facts and information at this website are believed to be accurate at the time they were placed on the website. Changes may be made at any time without prior notice. All data provided on this website is to be used for information purposes only. The information contained on this website and pages within, is not intended to provide specific legal, financial or tax advice, or any other advice, whatsoever, for any individual or company and should not be relied upon in that regard. The services described on this website are only offered in jurisdictions where they may be legally offered. Information provided in our website is not all-inclusive, and is limited to information that is made available to Plan Wise Wealth Group / https://www.planwisewealthgroup.com and such information should not be relied upon as all-inclusive or accurate.

Links and Marks

The owner of this site is not necessarily affiliated with sites that may be linked to this site and is not responsible for their content. The linked sites are for your convenience only and you access them at your own risk. Links to other websites or references to products, services or publications other than those of Plan Wise Wealth Group / https://www.planwisewealthgroup.com and its subsidiaries and affiliates at this website, do not imply the endorsement or approval of such websites, products, services or publications by Plan Wise Wealth Group / https://www.planwisewealthgroup.com or its subsidiaries and affiliates.

Certain names, graphics, logos, icons, designs, words, titles or phrases at this website may constitute trade names, trademarks or service marks of Plan Wise Wealth Group / https://www.planwisewealthgroup.com or of other entities. The display of trademarks on this website does not imply that a license of any kind has been granted. Any unauthorized downloading, re-transmission, or other copying or modification of trademarks and/or the contents herein may be a violation of federal common law trademark and/or copyright laws and could subject the copier to legal action.

Confidentiality of Codes, Passwords and Information

You agree to treat as strictly private and confidential any Subscriber Code, username, user ID, or password which you may have received from Plan Wise Wealth Group / https://www.planwisewealthgroup.com, and all information to which you have access through password-protected areas of Plan Wise Wealth Group / https://www.planwisewealthgroup.com’s websites and will not cause or permit any such information to be communicated, copied or otherwise divulged to any other person whatsoever.

Any other disputes will be resolved as follows:

If a dispute arises under this agreement, we agree to first try to resolve it with the help of a mutually agreed-upon mediator in the following location: Denver. Any costs and fees other than attorney fees associated with the mediation will be shared equally by each of us.

If it proves impossible to arrive at a mutually satisfactory solution through mediation, we agree to submit the dispute to binding arbitration at the following location: Denver, under the rules of the American Arbitration Association. Judgment upon the award rendered by the arbitration may be entered in any court with jurisdiction to do so.

If any provision of this agreement is void or unenforceable in whole or in part, the remaining provisions of this Agreement shall not be affected thereby.

Termination

These Terms of Use agreements are effective until terminated by either party. You may terminate this agreement at any time by destroying all materials obtained from any and all https://www.planwisewealthgroup.com site(s) and all related documentation and all copies and installations thereof, whether made under the terms of this agreement or otherwise. This agreement will terminate immediately without notice at Plan Wise Wealth Group / https://www.planwisewealthgroup.com’s sole discretion, should you fail to comply with any term or provision of this agreement. Upon termination, you must destroy all materials obtained from this site and any and all other https://www.planwisewealthgroup.com site(s) and all copies thereof, whether made under the terms of this agreement or otherwise.