Terms of Service

Please read these terms and conditions carefully before using our financial advisory services.

Last Updated: December 15, 2024

1. Acceptance of Terms

By accessing and using RetireSharp's financial advisory services, you accept and agree to be bound by the terms and provision of this agreement. If you do not agree to abide by the above, please do not use this service.

2. Description of Services

RetireSharp provides financial advisory services, retirement planning consultation, and investment guidance. Our services are for informational purposes and should not be considered as specific investment advice without proper consultation.

  • Retirement planning consultations
  • Investment portfolio analysis
  • Financial goal setting and planning
  • Ongoing financial advisory support

3. User Responsibilities

As a client of RetireSharp, you agree to:

  • Provide accurate and complete financial information
  • Notify us of any material changes in your financial situation
  • Use our services in accordance with applicable laws and regulations
  • Maintain the confidentiality of your account information

4. Important Disclaimers

Investment Risk Disclosure

All investments involve risk, including the potential loss of principal. Past performance does not guarantee future results. The value of investments and the income from them may go down as well as up.

RetireSharp's advisors are not liable for any investment losses that may occur as a result of following our recommendations. All investment decisions remain solely with the client.

5. Privacy and Data Protection

We are committed to protecting your personal and financial information. All client data is handled in accordance with applicable privacy laws and our Privacy Policy. We use industry-standard security measures to protect your information.

Your personal information will never be sold to third parties and will only be shared with your explicit consent or as required by law.

6. Limitation of Liability

RetireSharp's liability is limited to the fees paid for our services. We shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, data, or business opportunities.

7. Termination

Either party may terminate the advisory relationship at any time with written notice. Upon termination, all unpaid fees become immediately due and payable.

8. Governing Law

These terms shall be governed by and construed in accordance with the laws of the State of Delaware, without regard to its conflict of law provisions.

9. Contact Information

If you have any questions about these Terms of Service, please contact us:

Ifasi Financial Group, LLC

Email: [email protected]

Phone: (800) 566-1002