Disclosure

Effective Date: February 1, 2025

1. General Information

AffluentPlan provides financial advisory services and operates under applicable federal and state laws. This disclosure outlines our responsibilities and limitations.

2. No Guarantee of Results

While we strive to provide accurate and up-to-date financial advice, we cannot guarantee specific financial outcomes or investment returns.

3. Third-Party Links and Services

Our website may contain links to third-party websites. We are not responsible for the content, accuracy, or privacy practices of external sites.

4. Financial Risks

Investing and financial planning involve risks. You should consult with a qualified financial professional before making significant financial decisions.

5. Conflicts of Interest

AffluentPlan may receive compensation from third-party partners. Any potential conflicts of interest will be disclosed in accordance with industry regulations.

6. Changes to Disclosure

We may update this disclosure periodically. Continued use of our services constitutes acceptance of the revised disclosure.

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