These Terms and Conditions govern your use of the website and any services provided by Len Wade Wealth LLC (“Company,” “we,” “us,” or “our”). By accessing our website, requesting services, scheduling consultations, submitting your information, or engaging with our company, you agree to be legally bound by these Terms.

If you do not agree with these Terms, you should not use our services.

LEN WADE WEALTH LLC - Len Wade Wealth is a retirement planning firm focused on helping retirees create safe, steady, and tax efficient income plans. The company positions itself as faith driven and service focused, helping clients protect their lifestyle, reduce market risk, and avoid running out of money in retirement through structured, income based retirement strategies. By using our services and providing your phone number, you agree to receive text messages from us as described in these terms.

1. Use of Our Services

By using our website and services, you agree to comply with all applicable local, state, and federal laws. You agree not to misuse our website, communication systems, or service offerings. Continued use of our services constitutes acceptance of these Terms and any future updates.

2. SMS Communications

By providing your mobile phone number through our website forms, consultation requests, or scheduling pages and expressly opting in, you consent to receive SMS messages from Len Wade Wealth LLC. These communications are used for business purposes related to your consultation or interaction with us.

Description of SMS Program

SMS messages may include appointment confirmations, consultation reminders, service updates, educational content, account notifications, and occasional promotional messages related to our financial services. Message frequency may vary depending on your engagement.

Opt-Out Instructions

You can cancel the SMS service at any time. Just text "STOP" to (864) 400-2603. After you send the SMS message "STOP" to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again. If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at [email protected] or (864) 400-2603.

Help & Support

If you need assistance with our messaging program, reply HELP to any SMS message. You may also contact us directly at [email protected] or call (864) 400-2603.

Message & Data Rates

Standard message and data rates may apply to messages sent to you from us and from you to us. Charges depend on your wireless carrier and mobile plan. You are responsible for any fees charged by your provider.

Carrier Disclaimer

Mobile carriers are not liable for delayed or undelivered messages. SMS delivery depends on network availability and carrier transmission and cannot be guaranteed.

For details on how we handle personal information, please review our Privacy Policy.

3. Age Restriction

You must be at least 18 years old to use our services or opt in to receive SMS communications. By using our website or submitting your information, you confirm that you meet this age requirement.

4. Services Description

Len Wade Wealth LLC provides educational information and consultation services related to retirement planning, wealth protection strategies, and financial planning solutions. Specific service details, scope, and recommendations are discussed during individual consultations and may be outlined in written agreements where applicable.

5. Service Agreements

Certain services may require a written agreement outlining scope, fees, timelines, and responsibilities. In the event of any conflict between these Terms and a signed agreement, the signed agreement will control.

6. Payment Terms

Payment terms, if applicable, are outlined in your consultation agreement or service documentation. Fees may include advisory services or related financial planning services. Late payments may result in service suspension where applicable.

7. Client Responsibilities

You agree to provide accurate financial and personal information during consultations. You are responsible for making your own financial decisions and for consulting licensed professionals where necessary. You must ensure compliance with all applicable financial and tax regulations.

8. Intellectual Property

All website content including text, graphics, logos, videos, branding, educational materials, and design elements is the property of Len Wade Wealth LLC and is protected by intellectual property laws. Unauthorized reproduction, distribution, or use is prohibited.

9. Confidentiality

Both parties agree to maintain confidentiality of proprietary information, financial data, consultation discussions, and documentation shared during the business relationship. This obligation survives termination of services.

10. Regulatory Compliance

Services are provided in accordance with applicable financial industry standards and regulations. Clients remain responsible for ensuring compliance with tax laws, investment regulations, and financial reporting requirements unless otherwise agreed in writing.

11. Limitation of Liability

To the maximum extent permitted by law, Len Wade Wealth LLC shall not be liable for indirect, incidental, special, or consequential damages, including investment losses, lost profits, or financial market fluctuations. Total liability shall not exceed the amount paid by you for the services provided.

12. Warranties and Disclaimers

Services are provided with reasonable care and professionalism. However, no guarantees are made regarding specific financial outcomes, returns, income results, or tax savings. Financial markets involve risk and performance varies.

13. Termination

Either party may terminate services according to the terms outlined in the applicable agreement. We reserve the right to suspend or terminate services for non-payment, inaccurate information, or violation of these Terms. Fees for services already rendered remain due.

14. Dispute Resolution

Disputes will first be addressed through good-faith negotiation. If unresolved, disputes may proceed to mediation or binding arbitration in accordance with applicable laws of the jurisdiction where services are provided.

15. Modifications

We reserve the right to update these Terms at any time. Updated Terms will be posted on our website, and continued use of our services constitutes acceptance of any changes.

16. Customer Support

If you have questions about these Terms and Conditions, you may contact us at [email protected]

or call (864) 400-2603.

17. Privacy Policy

If you have any questions regarding privacy, please read our privacy policy: https://support.lenwadewealth.com/privacy-policy