1. Acceptance of Terms
By accessing the site, you accept these Terms and our Privacy Policy. If you disagree, do not use the site.
Terms & Conditions
Clear terms that protect our mission and your privacy
These Terms govern use of our education, research, and optional routing to licensed U.S. professionals. By using this site, you agree.
2. Educational Use Only
Content is general education and research. We do not provide personalized investment, legal, or tax advice or recommend specific products.
3. No Direct Sale of Products
We do not sell securities, insurance, or financial plans. The foundation is an education and research organization.
4. Licensed-Provider Routing
If you request a connection, we may route you to vetted, U.S.-licensed professionals. They handle their services and compliance.
5. User Responsibilities
Provide accurate information and protect your device and access. You are responsible for activity tied to your submissions.
6. Intellectual Property
Content and research materials are owned by the foundation or licensors and may not be reused without permission.
7. Acceptable Use
- • Do not misuse, scrape, or disrupt the site.
- • Do not submit unlawful, misleading, or harmful content.
- • Do not access restricted systems or records.
8. Privacy Relationship
Use is also governed by our Privacy Policy, including consent, security, and CCPA/GDPR-aligned protections.
9. Disclaimers & Limitation of Liability
Content is provided “as is.” We do not guarantee accuracy or suitability and are not liable for indirect or consequential damages to the extent allowed by law.
10. Jurisdiction
These Terms follow applicable U.S. laws. Disputes will be handled in a competent U.S. jurisdiction unless required otherwise.
11. Updates to Terms
We may update these Terms and post a new effective date. Continued use means acceptance.
12. Contact Guidance
Questions about these Terms can be sent through our contact channels. For guidance, use Connect to match with licensed U.S. professionals.