Beacon Financial Planning Terms of Service
Terms of Service
Effective Date: 2016
Welcome to Beacon Financial Planning, LLC (“Beacon,” “we,” “our,” or “us”). By accessing or using our website, you agree to the following Terms of Service. If you do not agree, please do not use this website.
1. Use of Website
This website is intended to provide general information about our firm and the services we offer. You agree to use this website only for lawful purposes and in a manner that does not impair its operation or interfere with other users.
You may not:
- Attempt to gain unauthorized access to any portion of the website
- Use the site for any fraudulent or unlawful purpose
- Copy, reproduce, or distribute content without permission
2. No Investment Advice
The content provided on this website is for informational and educational purposes only and should not be construed as personalized investment, tax, or legal advice.
Your use of this website does not create an advisory relationship between you and Beacon Financial Planning, LLC.
Investment advisory services are provided only pursuant to a written agreement between you and our firm.
3. No Client Relationship
Submitting a contact form, scheduling a meeting, or communicating with us through this website does not establish a client relationship.
A client relationship is only formed after:
- We have determined that we can serve you appropriately, and
- Both parties have executed a formal written agreement
4. Third-Party Services
Our website may include links to third-party services such as Calendly and Klaviyo.
We are not responsible for:
- The content or accuracy of third-party websites
- The privacy practices of third-party providers
- Any damages or losses resulting from your use of third-party services
Use of those services is subject to their own terms and policies.
5. Intellectual Property
All content on this website, including text, graphics, logos, and materials, is the property of Beacon Financial Planning, LLC and is protected by applicable intellectual property laws.
You may not reproduce, distribute, or use any content without our prior written consent.
6. Limitation of Liability
To the fullest extent permitted by law, Beacon Financial Planning, LLC shall not be liable for any direct, indirect, incidental, or consequential damages arising out of your use of this website.
We make no representations or warranties regarding:
- The accuracy or completeness of website content
- The timeliness of information
- The suitability of information for any particular purpose
7. No Guarantees
Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results.
We do not guarantee any specific investment outcome or financial result.
8. Jurisdiction and Regulatory Notice
Beacon Financial Planning, LLC is a Registered Investment Adviser in the State of Utah.
We may only transact business in states where we are properly registered or exempt from registration requirements.
9. Governing Law
These Terms of Service are governed by the laws of the State of Utah, without regard to its conflict of law provisions.
10. Changes to These Terms
We reserve the right to modify these Terms of Service at any time. Updates will be posted on this page with a revised effective date.
Your continued use of the website constitutes acceptance of those changes.
11. Contact Information
Beacon Financial Planning, LLC
95 W. 100 S. Suite 210 Logan, Utah 84321
ContactUs@BeaconPlanning.com
435-753-3888
If you have any questions about these Terms, please contact us.