Terms & Conditions
Welcome to the Proactive Life Planning website. By accessing or using this website, you agree to the terms and conditions outlined below. If you do not agree with these terms, please do not use this website.
The information provided on this website is intended for general informational and educational purposes only.
No Financial, Legal, or Tax Advice
The content provided on this website is not intended to be financial, legal, or tax advice. Information provided should not be relied upon as a substitute for professional advice from licensed professionals who are familiar with your individual situation.
Proactive Life Planning encourages visitors to consult with appropriate licensed professionals before making any financial or legal decisions.
Services
Proactive Life Planning provides education and planning guidance related to areas such as retirement strategies, life insurance planning, long-term care planning, annuity strategies, business planning, and estate planning coordination.
Estate planning services referenced on this website may involve coordination with licensed legal professionals. Proactive Life Planning does not provide legal advice.
Accuracy of Information
While we strive to provide accurate and up-to-date information, Proactive Life Planning makes no guarantees regarding the accuracy, completeness, or reliability of information provided on this website. Information may change without notice.
Visitors are responsible for verifying information and determining whether any strategies discussed are appropriate for their personal situation.
Third-Party Services
This website may reference or connect visitors with third-party professionals or services, including attorneys or other specialists. Proactive Life Planning is not responsible for the services, advice, or outcomes provided by third parties.
Limitation of Liability
Proactive Life Planning shall not be held liable for any direct, indirect, or consequential damages resulting from the use of this website or reliance on information contained within it.
Use of this website is at the visitor’s own risk.
Privacy
Any personal information submitted through contact forms or other communication methods on this website will be handled in accordance with our Privacy Policy.
Changes to Terms
Proactive Life Planning reserves the right to update or modify these Terms and Conditions at any time without prior notice. Continued use of the website after changes are posted constitutes acceptance of those changes.
Contact Information
If you have questions regarding these Terms and Conditions, you may contact us at:
Proactive Life Planning
📞 210-789-3229
✉ info@proactivelifeplanning.net