Terms of Service
Introduction
Thank you for choosing Visionary Financial for your financial wealth asset management needs. By using our services, you agree to abide by the following terms and conditions.
Services Provided
Visionary Financial offers a range of financial wealth asset management services, including but not limited to investment advisory, portfolio management, financial planning, and wealth preservation strategies.
Client Eligibility
To use our services, clients must meet certain eligibility criteria, which may include minimum investment thresholds and compliance with applicable regulations.
Client Responsibilities
Clients are responsible for providing accurate and complete information about their financial situation, investment goals, risk tolerance, and any other relevant factors.
Investment Risks
Investing involves risks, including the risk of loss. Clients acknowledge that the value of investments can fluctuate and that past performance is not indicative of future results.
Fees and Charges
Clients agree to pay fees and charges associated with the services provided by [Company Name], as outlined in the fee schedule provided upon engagement.
Confidentiality
Visionary Financial is committed to protecting the confidentiality of client information and will not disclose personal or financial information without the client’s consent, except as required by law.
Termination of Services
Either party may terminate the agreement at any time by providing written notice to the other party. Upon termination, any outstanding fees or charges will become due and payable.
Limitation of Liability
Visionary Financial will not be liable for any direct, indirect, incidental, or consequential damages arising out of or in connection with the use of our services our or partners services.
Governing Law
These terms and conditions shall be governed by and construed in accordance with the laws of Maricopa County, AZ USA, without regard to its conflict of law provisions.
Amendments
Visionary Financial reserves the right to amend these terms of service at any time without notice. Clients will be notified of any changes, and continued use of our services constitutes acceptance of the amended terms.
Contact Information
If you have any questions or concerns about these terms of service, please contact us at via our contact page.