Please read these terms carefully before using our services.
Last Updated: January 1, 2025
By accessing and using the website of Wealth Insight Pros ("wealthinsightpros.com") and/or engaging our financial planning and advisory services, you acknowledge that you have read, understood, and agree to be bound by these Terms and Conditions. If you do not agree, you must not use our website or services.
Wealth Insight Pros provides financial planning, budget management, investment advisory, wealth creation strategies, insurance consultation, and debt management services to individuals and businesses across the United States. Our services are provided for informational and planning purposes and do not constitute legal, tax, or accounting advice.
Specific outcomes, returns, or results are not guaranteed. Past performance of any investment strategy or financial plan does not guarantee future results.
As a client of Wealth Insight Pros, you agree to:
Our service fees are outlined on our website and discussed during your initial consultation. By engaging our services, you agree to the following:
We are committed to maintaining the confidentiality of your personal and financial information. Both parties agree to keep all proprietary information, financial data, and strategic strategies discussed during the engagement confidential, except as required by law or with prior written consent.
Wealth Insight Pros provides financial planning and advisory services only. We are not licensed to provide legal, tax, or accounting advice. You should consult with qualified legal, tax, and accounting professionals for advice specific to those areas.
The information on our website is provided for general informational purposes only and should not be construed as personalized financial advice. Investment involves risk, including the potential loss of principal. We do not guarantee any specific investment returns, debt reduction amounts, or financial outcomes.
Our website may contain links to third-party websites. We are not responsible for the content, accuracy, or practices of any third-party sites.
To the fullest extent permitted by applicable law, Wealth Insight Pros, its officers, directors, employees, agents, and affiliates shall not be liable for any direct, indirect, incidental, consequential, special, or exemplary damages arising from or related to:
Our total liability for any claim arising from or related to these terms or our services shall not exceed the total fees you have paid to us in the twelve (12) months preceding the claim.
You agree to indemnify, defend, and hold harmless Wealth Insight Pros and its officers, directors, employees, agents, and affiliates from and against any and all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising from or related to your breach of these Terms, your use of our services, or your violation of any applicable law or regulation.
Either party may terminate the service engagement at any time by providing 30 days' written notice to the other party. Upon termination:
We reserve the right to immediately terminate or suspend your access to our website and services without prior notice if we reasonably believe you have violated these Terms.
All content on the Wealth Insight Pros website — including but not limited to text, graphics, logos, icons, images, audio, video, software, and their compilation — is the property of Wealth Insight Pros or its content suppliers and is protected by United States and international copyright, trademark, and other intellectual property laws.
You may not reproduce, distribute, modify, create derivative works from, publicly display, or exploit any content from our website without our prior written consent.
These Terms and Conditions shall be governed by and construed in accordance with the laws of the State of Illinois, United States, without regard to its conflict of law principles. Any disputes arising from these terms or our services shall be resolved exclusively in the state or federal courts located in Rock Island County, Illinois, and you consent to the personal jurisdiction of such courts.
Before initiating any legal proceedings, you agree to first attempt to resolve any dispute with us through good-faith negotiation. If the dispute cannot be resolved within 30 days of written notice, either party may pursue legal remedies as described in the Governing Law section above.
Wealth Insight Pros reserves the right to modify these Terms and Conditions at any time. Changes will be effective immediately upon posting to our website. Your continued use of our website or services after any modifications constitutes acceptance of the updated terms. We will make reasonable efforts to notify you of material changes via email or website notice.
If any provision of these Terms is found to be invalid, illegal, or unenforceable, the remaining provisions shall continue in full force and effect. The invalid provision shall be modified to the minimum extent necessary to make it valid and enforceable while preserving the intent of the original provision.
These Terms and Conditions, together with our Privacy Policy and any service agreements or engagement letters executed between you and Wealth Insight Pros, constitute the entire agreement between you and us regarding the use of our website and services, and supersede all prior or contemporaneous communications, representations, or agreements.
For questions or concerns about these Terms and Conditions, please contact us: