Our
Terms of Use

Terms of Use for TaxFreeWealthPlan.com
Last Updated: July 4, 2025

1. Agreement to Terms

By accessing or using the website located at TaxFreeWealthPlan.com (the "Site"), operated by Tax Free Wealth Plan LLC ("we," "us," or "our"), you agree to be bound by these Terms of Use ("Terms"). If you do not agree with all of these terms, you are expressly prohibited from using the Site and you must discontinue use immediately.

**2. IMPORTANT: Not Financial, Investment, or Legal Advice

The content provided on this Site, including but not limited to articles, videos, tools, and any analysis or "roadmap" generated, is for informational and educational purposes only.

No Fiduciary Relationship: Your use of the Site does not create a fiduciary, advisory, or professional relationship between you and TaxFreeWealthPlan.com.

Consult a Professional: The information on this Site does not constitute financial advice, investment advice, tax advice, or legal advice. You should consult with your own qualified and licensed professionals (such as a financial advisor, accountant, and attorney) before making any financial decisions.

Not a Financial Firm: TaxFreeWealthPlan.com is not a registered investment advisory firm, a brokerage, or an insurance agency. We do not sell financial products or manage client assets.

3. Description of Our Services

Our Site provides educational content on financial topics. It also functions as a matching service that connects users who request information with independent, licensed financial and insurance professionals ("Financial Professionals") within our network. We do not endorse, recommend, or guarantee the services or advice of any particular Financial Professional.

4. User Representations

By using the Site, you represent and warrant that:

You are at least 18 years of age.

All information you submit to us is true, accurate, and complete.

You will not use the Site for any illegal or unauthorized purpose.

Your use of the Site will not violate any applicable law or regulation.

5. Intellectual Property Rights

All content on this Site, including text, graphics, logos, videos, and our proprietary AI analysis system, is the property of [Your Company Name] or its content suppliers and is protected by copyright and other intellectual property laws. You are granted a limited license to access and use the Site for your personal, non-commercial use only.

6. Prohibited Activities

You may not use the Site for any purpose other than that for which we make it available. Prohibited activities include, but are not limited to:

Systematically retrieving data to create a competing business.

Attempting to trick, defraud, or mislead us or other users.

Uploading or transmitting viruses, Trojan horses, or other malicious material.

Disparaging, tarnishing, or otherwise harming, in our opinion, us and/or the Site.

Using any information obtained from the Site to harass, abuse, or harm another person.

7. Third-Party Websites and Content

The Site may contain links to other websites ("Third-Party Websites"), such as Calendly or the websites of Financial Professionals. We are not responsible for the accuracy, content, or privacy practices of these Third-Party Websites.

8. Disclaimers and Limitation of Liability

AS-IS BASIS: The Site and its services are provided on an "as-is" and "as-available" basis. We disclaim all warranties, express or implied, including the warranty of merchantability, fitness for a particular purpose, and non-infringement.

NO GUARANTEES: We make no warranty that the information provided is accurate, complete, or reliable, or that the service will be uninterrupted or error-free.

RELATIONSHIP WITH FINANCIAL PROFESSIONALS: The Financial Professionals in our network are independent contractors, not employees or agents of TaxFreeWealthPlan.com. We are not responsible or liable for any advice, services, or actions provided by these professionals. Your relationship with any Financial Professional is solely between you and them.

LIMITATION OF LIABILITY: In no event will we, our directors, employees, or agents be liable to you or any third party for any direct, indirect, consequential, exemplary, incidental, special, or punitive damages, including lost profit, lost revenue, or other damages arising from your use of the site, even if we have been advised of the possibility of such damages.

9. Indemnification

You agree to defend, indemnify, and hold us harmless, including our subsidiaries, affiliates, and all of our respective officers, agents, partners, and employees, from and against any loss, damage, liability, claim, or demand, including reasonable attorneys’ fees and expenses, made by any third party due to or arising out of your use of the Site or your breach of these Terms of Use.

10. Term and Termination

These Terms of Use shall remain in full force and effect while you use the Site. We reserve the right to, in our sole discretion and without notice or liability, deny access to and use of the Site to any person for any reason.

11. Governing Law

These Terms shall be governed by and defined following the laws of [Your State], [Your Country]. This section MUST be reviewed by your attorney.

12. Dispute Resolution

Any legal action of whatever nature brought by either you or us shall be commenced or prosecuted in the state and federal courts located in [Your County], [Your State]. This section MUST be reviewed by your attorney.

13. Miscellaneous

These Terms of Use and any policies posted by us on the Site constitute the entire agreement between you and us. Our failure to exercise or enforce any right or provision of these Terms shall not operate as a waiver of such right or provision.

14. Contact Us

To resolve a complaint regarding the Site or to receive further information regarding use of the Site, please contact us at:

Email: contact@taxfreewealthplan.com