Terms and Conditions for Johnson Financial Consultants LLC

Effective Date: January 2023

1.  Acceptance of Terms
By using the services provided by Johnson Financial Consultants LLC, you agree to these Terms and Conditions. If you do not agree with these terms, please do not use our services.

2.  Financial Consultation Services
We provide financial consultation services to our clients. These services may include, but are not limited to, financial planning, investment advice, retirement planning, and tax consulting. We do not guarantee specific financial outcomes, and any decisions made based on our recommendations are your responsibility.

3.  Client Responsibilities
Clients are responsible for providing accurate and complete information necessary for the provision of financial consultation services. It is your responsibility to promptly notify us of any changes to your financial situation or goals.

4.  Privacy and Data Security
We take your privacy and data security seriously. Please refer to our Privacy Policy for information about how we collect, use, and protect your personal information.

5.  Payment and Fees
Payment terms and fees for our financial consultation services will be discussed and agreed upon in advance of service delivery. Failure to pay fees as agreed may result in the termination of services.

6.  Cancellation and Refund Policy
We have a cancellation and refund policy in place, which will be discussed with you when you engage our services. This policy outlines the terms and conditions for canceling services and requesting refunds.

7.  Limitation of Liability
We are not responsible for any losses or damages that may result from the implementation of our financial recommendations or services. Our liability is limited to the extent permitted by law.

8.  Intellectual Property
All content and materials provided as part of our services, including reports, analysis, and other documents, are our intellectual property. You may use these materials only for personal, non-commercial purposes.

9. Termination
We reserve the right to terminate our services at any time for any reason. Clients may also terminate our services according to the terms of the agreement in place.

10. Changes to Terms and Conditions
We may update these Terms and Conditions to reflect changes in our practices or legal requirements. We will notify you of any significant changes.

11. Contact Us
If you have any questions or concerns regarding these Terms and Conditions, please contact us at:
Johnson Financial Consultants LLC
Office: 469-977-0440
Email: shawnneatria@johnsonfcllc.com

12.  Governing Law
These Terms and Conditions are governed by the laws of [State], and any disputes will be subject to the exclusive jurisdiction of the courts.

13. Entire Agreement

These Terms and Conditions represent the entire agreement between you and Johnson Financial Consultants LLC and supersede any prior agreements or understandings.