Terms of Service Effective Date: August 15, 2025

These Terms of Service (“Terms”) govern your use of the Wealthplan, LLC (“we,” “our,” or “us”) website and services. By accessing our site or using our services, you agree to these Terms.

 

Use of Our Site

You agree to use our site only for lawful purposes and in compliance with all applicable laws.

 

No Professional Advice
Content on our site is for informational purposes only and does not constitute accounting, tax, legal, or financial advice. You should consult a qualified professional before making decisions.

 

Intellectual Property

All content on this site is owned by Wealthplan, LLC and protected by applicable laws. You may not reproduce, distribute, or create derivative works without our permission.

 

Third-Party Links

Our site may contain links to third-party websites. We are not responsible for their content or practices.

 

SMS Messaging

If you opt in to receive SMS messages from us:
- You consent to receive informational messages related to our services
- Standard message and data rates may apply
- You can opt out at any time by replying “STOP”
- Your information will not be shared or sold to third parties for marketing purposes

Limitation of Liability
We are not liable for damages arising from your use of our site or services to the fullest extent permitted by law.

 

Changes to These Terms
We may update these Terms at any time. Changes will be posted on this page with the “Effective Date” updated.

 

Contact Us Wealthplan, LLC

 

Email: jim@wealthplan.cpa

Mail: 2711 Middleburg Dr STE 109, Columbia, SC 29204