Terms of Service.
Introduction
Welcome to The Tax Efficient Advisor. These Terms of Use govern your access to and use of our website (the "Site"). By accessing or using this Site, you acknowledge that you have read, understood, and agree to be bound by these Terms of Use. If you do not agree, please do not use the Site.
Conditions of Use
By using this Site, you agree to comply with all applicable laws and regulations. You are solely responsible for ensuring that your use of the Site is in compliance with these Terms and any applicable laws. The information provided on this Site is intended for informational purposes only and should not be relied upon as financial, legal, or tax advice.
No Offering of Advice, Products, or Services
The content on this Site is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to buy any financial product, service, or security. The use of this Site does not establish a fiduciary, advisory, or client relationship between you and The Tax Efficient Advisor. Nothing on this Site constitutes personalized investment, legal, or tax advice. You should consult with a qualified financial professional before making any investment or tax-related decisions.
Disclaimer of Warranty and Limitations of Liability
This Site is provided "as is" and "as available," without any warranties of any kind, express or implied. While we make reasonable efforts to ensure the accuracy of the information presented, users should independently verify details with a qualified financial professional. We do not warrant that the Site will be error-free, uninterrupted, or free of viruses. To the fullest extent permitted by law, we disclaim all warranties and liabilities arising from your use of the Site, including but not limited to direct, indirect, incidental, punitive, or consequential damages.
Termination of Use
We reserve the right to terminate or restrict your access to the Site at any time, for any reason, without notice. If we determine that you have violated these Terms of Use, we may take appropriate legal action.
Prohibited Usage
You agree not to:
Use the Site for any unlawful or fraudulent purpose;
Interfere with the operation of the Site or attempt to gain unauthorized access to any systems or networks connected to the Site;
Use any automated means to scrape or collect data from the Site without prior written consent;
Post or transmit any harmful, defamatory, or illegal content.
Reservation of Rights
We reserve the right to modify, suspend, or discontinue any part of the Site at any time without notice. We may also update these Terms of Use at any time, and your continued use of the Site after any changes constitutes acceptance of the updated Terms.
Intellectual Property
All content, including text, graphics, logos, and software, is the property of The Tax Efficient Advisor LLC or its licensors and is protected by copyright, trademark, and other intellectual property laws. You may not reproduce, distribute, or modify any content from this Site without our prior written consent.
Performance Risk
Investment and financial strategies involve inherent risks, and past performance is not indicative of future results. No guarantees of returns or performance are provided, and all investments carry the risk of loss. We make no guarantees regarding the accuracy, completeness, or suitability of any information presented on the Site. Users are encouraged to conduct their own research and consult with financial professionals before making any decisions.
Registration
Shawn Ogawa is an Investment Advisor Representative working through Legacy Wealth Management, LLC, a Registered Investment Advisor with the Securities and Exchange Commission (SEC). This Site is intended for informational purposes only and does not establish an advisory relationship between the user and Legacy Wealth Management, LLC. By registering, you agree to our Privacy Policy, which outlines how we collect, use, and protect your data in compliance with applicable laws. By registering, you agree to provide accurate, current, and complete information and to keep this information updated. You are responsible for maintaining the confidentiality of your account credentials and for all activities conducted under your account.
Contact Information
If you have any questions about these Terms of Use, please contact us at The Tax Efficient Advisor.