Financial Planning Service Disclaimer

General Information Disclaimer

The information provided on this website is for general informational purposes only and should not be considered as professional financial advice. While we strive to provide accurate and up-to-date information about financial planning, investment strategies, and portfolio management, the content may not be suitable for your specific financial situation.

All financial planning recommendations are based on general market conditions and may not reflect your individual circumstances, risk tolerance, or financial goals.

Investment and Financial Risk Disclaimer

Investment decisions should be made in consultation with qualified financial advisors who can assess your specific financial situation and risk tolerance.

Information Accuracy and Completeness

While we make every effort to ensure the accuracy of information regarding budgeting, asset allocation, and risk management strategies, we cannot guarantee that all information is complete, accurate, or current at all times.

• Market conditions and regulations may change without notice
• Financial planning strategies may require updates based on new information
• Individual results may differ from projected outcomes

No Professional Advice Relationship

The information provided on this website does not constitute professional financial advice, tax advice, or investment recommendations. Our subscription service provides educational content and general guidance on financial planning principles.

Limitation of Liability

Insightblick and its financial advisors shall not be liable for any direct, indirect, incidental, or consequential damages arising from the use of our financial planning services or reliance on the information provided.

• Market losses or investment underperformance
• Missed opportunities or timing of market entry/exit
• Changes in tax laws or regulations affecting your financial plan
• Technical issues or service interruptions affecting access to our platform

External Links and Third-Party Content

Our website may contain links to external financial institutions, investment platforms, or educational resources. We do not endorse or assume responsibility for the content, accuracy, or practices of these external sites.

Users access external links at their own risk and should review the terms and privacy policies of third-party websites.

Results and Performance Disclaimer

User Indemnification

Users agree to indemnify and hold harmless Insightblick, its employees, and financial advisors from any claims, damages, or losses arising from their use of our services or failure to follow professional advice.

Modifications to Disclaimer

We reserve the right to modify this disclaimer at any time to reflect changes in our services, legal requirements, or market conditions. Users will be notified of material changes through our website or email communications.

Acceptance of Terms

By using our financial planning services, you acknowledge that you have read, understood, and agreed to the terms outlined in this disclaimer.

Contact Information

If you have questions about this disclaimer or our financial planning services, please contact us using the information below.