Disclaimer

Important Disclaimer Information

This disclaimer governs your use of plexzanthagency.com financial planning subscription services. By accessing our website and utilizing our investment strategies, portfolio management, and asset allocation services, you acknowledge that you have read, understood, and agree to be bound by the terms outlined below.

Last updated: June 27, 2025

General Disclaimer

The information provided through our financial planning subscription service is for general informational purposes only. Our risk management strategies, diversification recommendations, and market analysis are not intended as specific financial advice for your individual circumstances. All investment decisions carry inherent risks, and past performance does not guarantee future results.

Results may vary based on individual financial situations, market conditions, and economic factors beyond our control.

Information Accuracy

While we strive to provide accurate and up-to-date information regarding liquidity management, capital growth opportunities, and retirement planning strategies, we make no representations or warranties about the completeness, accuracy, or reliability of any information on this website.

Professional Advice Limitation

Our financial planning subscription service provides educational content and general guidance on:

• Investment portfolio construction and asset allocation strategies
• Risk management techniques and diversification principles
• Retirement planning frameworks and wealth accumulation methods

Limitation of Liability

plexzanthagency.com shall not be liable for any direct, indirect, incidental, or consequential damages arising from the use of our financial planning services, investment recommendations, or market analysis reports.

This limitation applies to all claims, whether based on contract, tort, negligence, or other legal theories.

Results Disclaimer

Individual financial outcomes depend on numerous factors including market conditions, economic climate, personal financial discipline, and adherence to recommended strategies. We cannot guarantee specific investment returns, portfolio performance, or financial goals achievement.

Third-Party Content

Our website may reference external financial institutions, investment products, or market data sources. We are not responsible for the accuracy, reliability, or availability of third-party content or services.

External links are provided for convenience and do not constitute endorsement of third-party services.

Client Testimonials

Client testimonials reflect individual experiences and may not be representative of typical results. These testimonials are not guarantees of future performance or success with our financial planning services.

Individual results may vary based on personal circumstances and market conditions.

Errors and Omissions

Despite our best efforts to maintain accuracy, our website may contain:

• Technical errors or typographical mistakes in financial data
• Outdated information regarding market conditions or investment opportunities
• Unintentional omissions in risk disclosures or investment disclaimers

User Indemnification

By using our services, you agree to indemnify and hold harmless plexzanthagency.com from any claims, damages, or losses arising from your use of our financial planning subscription service or implementation of our investment strategies.

Changes to Disclaimer

We reserve the right to modify this disclaimer at any time without prior notice. Changes will be effective immediately upon posting to our website. Your continued use constitutes acceptance of the modified terms.

Acknowledgment and Acceptance

By subscribing to our financial planning service, you acknowledge that you have read and understood this disclaimer and agree to be bound by its terms and conditions.

Contact Information

For questions regarding this disclaimer or our financial planning services, please contact us: