1. Who We Are
This Site is owned and operated by Malibu Wealth Planning, which provides retirement planning, Roth conversion education, and financial strategy consultations.
2. Use of the Site
You agree to use this Site only for lawful purposes and in accordance with these Terms. You must not use this Site:
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To engage in any unlawful or fraudulent activity
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To solicit others to perform or participate in unlawful acts
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To infringe upon our intellectual property or the rights of others
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To distribute harmful or malicious content
3. Not Financial or Tax Advice
The content provided on this Site is for educational and informational purposes only and does not constitute financial, legal, or tax advice. We recommend consulting a qualified financial advisor or tax professional before making any decisions related to your retirement accounts or tax strategy.
4. Booking & Consultations
By submitting your information to book a consultation, you agree to be contacted by our team via email, phone, or SMS. We reserve the right to reschedule or cancel any consultation at our discretion.
5. User Submissions
Any personal data submitted through forms or scheduling tools will be handled in accordance with our Privacy Policy. You are responsible for ensuring that all information you provide is accurate and up to date.
6. Intellectual Property
All content on this Site, including text, graphics, logos, and images, is the property of Malibu Wealth Planning or its licensors and is protected by copyright and trademark laws. You may not reproduce, distribute, or create derivative works without express written permission.
7. Third-Party Links
This Site may contain links to third-party websites for your convenience. We are not responsible for the content or accuracy of these external sites and do not endorse them.
8. Limitation of Liability
We do our best to provide accurate and up-to-date information. However, we are not liable for any losses or damages resulting from your reliance on information from this Site or your participation in any consultations or programs offered.
9. Indemnification
You agree to indemnify and hold harmless Malibu Wealth Planning and its affiliates from any claims, damages, or expenses arising from your use of this Site or your violation of these Terms.
10. Changes to These Terms
We may update these Terms & Conditions from time to time. Continued use of the Site after changes means you accept the updated terms.
11. Governing Law
These Terms shall be governed by and construed in accordance with the laws of the state/province in which our business is registered, without regard to conflict of law principles.
12. Contact Us
For any questions or concerns about these Terms, please contact us:
Malibu Wealth Planning
info@malibuwp.com
(424)395-5949