Services and Registration
In registering for the Program, Clients agrees to provide, maintain, and update information that is true, accurate, current and complete when registering and on an ongoing basis. During the registration process, Client will designate a user name and password. Client is responsible for maintaining the confidentiality of any user name, password and/or account information, and is responsible for all activities that occur and financial liabilities incurred under that user name and password, whether or not authorized by Client. Advisor will not be liable for any loss or damage arising from Client’s failure to comply with this paragraph.
Internet
Use of the Internet is solely at Client’s own risk. It is important to be aware that the confidentiality or privacy of any communication of information transmitted to or from the Program and over the Internet cannot be guaranteed. In this regard, Client acknowledges and agrees that Client may be adversely affected by, among other risks, breaches in security, temporary loss of Services, delays in Services and/or inconsistent quality of Services, loss of data and/or business interruption, and uncertain legal, regulatory and tax issues concerning the use of the Internet, all of which risks are beyond Advisor’s control. In the event of the occurrence of any such risk, Advisor shall not be liable for any losses, damages, costs or expenses of any nature incurred by Client. Advisor assumes no responsibility for the transmission, deletion or failure to store information submitted by Client via the Program.
No Warranty
AAdvisor makes no warranty, express or implied, concerning the Program. The Program is provided on an “AS IS” basis at Client’s sole risk. Advisor expressly disclaims any implied warranty of merchantability or fitness for a particular purpose, including any warranty for the use or the results of the use of the Services with respect to their correctness, quality, accuracy, completeness, reliability, performance, timeliness, or continued availability. Neither Advisor nor any of its affiliates shall have any responsibility to maintain the data and services made available on the Program, or to supply any corrections, updates, or releases in connection therewith. Availability of data and services are subject to change without notice. Advisor further assume no responsibility for, and makes no warranties that, functions contained on the Program will be uninterrupted or error-free, that defects will be corrected, the Program is secure from unauthorized persons intercepting or accessing information transmitted by Client, or free of viruses or other harmful components.
Reservation of Rights
Advisor reserves the right, at its discretion, to change, modify, add, or remove portions of these Terms of Use at any time. At all times, Client is bound by the then-current version of the Terms of Use and of all applicable laws.
Events Beyond Advisor’s Control
Client expressly absolves and releases Advisor and all of its respective officers, members, employees, legal representatives, attorneys, agents, successors and assigns, from any claim of harm resulting from a cause beyond its control including, but not limited to, the failure of electronic or mechanical equipment or communication lines, telephone or other interconnect problems, computer viruses or software failures, unauthorized access, theft, operator errors, severe weather, earthquakes, or natural disasters, strikes or other labor problems, wars, acts of domestic or foreign terrorism or governmental restrictions.
Planning purposes only
All implementations of any suggestions are at client’s discretion (responsibility).
If you wish to open an account for Asset Management, account will be managed through Cetera Advisors LLC platforms. Monthly retainer fee shall cease in the event of an asset management account being opened for $250,000 or more.
RW LLC will grant access to use of E-Money account aggregation & planning software, create a retirement plan utilizing the system & suggest steps to achieve such plan.
Agreement
When a Client signs up for the Monthly Retainer Service the commitment is for a minimum of 1 year (fees are non-refundable) after that the client may cancel at any time by contacting myplan@rockportwealth.com. RW LLC reserves the right to cancel the client’s service at any time with or without cause.
Standard Fees
$250 Setup $50 per month starting in Month 2 (For a minimum of 1 year).
