Please read these Terms of Service ("Terms") carefully before using retire.wealthcodefirm.com ("the Site"), operated by WealthCode Financial Planning ("WealthCode," "we," "us," or "our"). By accessing or using this Site, you agree to be bound by these Terms.
The content on this Site is provided for general informational and marketing purposes only. Nothing on this Site constitutes personalized financial, investment, tax, legal, or accounting advice. The information presented does not take into account your individual financial situation, objectives, risk tolerance, or needs.
A complimentary consultation scheduled through this Site is an introductory conversation and does not constitute the establishment of a client relationship or the rendering of personalized investment advice unless a formal advisory agreement is executed.
WealthCode makes no representations or warranties regarding:
Past performance referenced in any materials does not guarantee future results. All investments involve risk, including the potential loss of principal.
WealthCode Financial Planning operates as a financial planning firm. Securities and investment advisory services, if offered, are provided through qualified registered representatives operating under MassMutual as broker-dealer. WealthCode is not a registered investment adviser independent of its affiliation with MassMutual unless otherwise disclosed.
Nothing on this Site should be construed as an offer or solicitation to buy or sell any security or investment product.
By submitting a contact form on this Site, you consent to be contacted by WealthCode Financial Planning via phone, text message, and email. See our Privacy Policy for full details on how we handle your information and your opt-out rights.
This Site may contain links to third-party websites or services (including Calendly and Formspree). WealthCode is not responsible for the content, privacy practices, or terms of any third-party sites. Accessing third-party links is at your own risk.
All content on this Site, including text, design, graphics, and branding, is the property of WealthCode Financial Planning and is protected by applicable intellectual property laws. You may not reproduce, distribute, or create derivative works from any content on this Site without our express written permission.
To the fullest extent permitted by law, WealthCode Financial Planning, its owners, employees, and affiliates shall not be liable for any direct, indirect, incidental, consequential, or punitive damages arising from your use of this Site or reliance on any information contained herein. Your sole remedy for dissatisfaction with the Site is to stop using it.
You agree to indemnify and hold harmless WealthCode Financial Planning and its affiliates from any claims, losses, liabilities, damages, costs, or expenses (including reasonable attorneys' fees) arising out of your use of this Site or violation of these Terms.
These Terms shall be governed by and construed in accordance with the laws of the Commonwealth of Massachusetts, without regard to its conflict of law provisions. Any disputes arising under these Terms shall be resolved exclusively in the state or federal courts located in Massachusetts.
We reserve the right to update these Terms at any time. Changes will be posted on this page with an updated effective date. Continued use of the Site after changes are posted constitutes your acceptance of the revised Terms.
Questions about these Terms? Contact us: