OnPlane Financial Advisors
Do Well. Be Well. Financially.


Legal Jargon

Disclosure & TERMS OF USE

Please read these terms and conditions of use (“Terms”) carefully before using the website located at http://www.onplanefinancial.com (“Website”) or any of the information or services provided by OnPlane Financial Advisors LLC (collectively “OnPlane Financial Advisors”, “OPFA” “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by OPFA in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.

OnPlane Financial Advisors reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our website after we have posted changes to these Terms, you are agreeing to these Terms as modified.

These Terms were last updated on February 1, 2019.

No Offer or Advice

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, OnPlane Financial Advisors LLC (referred to as "OPFA") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. OPFA does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice,  as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. If you would like investment, accounting, tax or legal advice, you should consult with your own financial advisors, accountants, or attorneys regarding your individual circumstances and needs.

The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall OPFA be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if OPFA or an OPFA authorized representative has been advised of the possibility of such damages. In no event shall OnPlane Financial Advisors LLC have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

Any opinions expressed on this Website may change as subsequent conditions vary.

OnPlane Financial Advisors LLC (aka OnPlane Financial Advisors, OPFA) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where OnPlane Financial Advisors and its representatives are properly licensed or exempt from licensure.

Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by OnPlane Financial Advisors unless a client service agreement is in place.

Email Disclosures

OnPlane Financial Advisors often communicates with its clients and prospective clients through email and other electronic means. Your privacy and security are very important to us. OPFA makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send OPFA private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.

Please note: OPFA does not accept trading or money movement instructions via email.

As a registered investment advisor, OnPlane Financial Advisors emails are subject to inspection by the Chief Compliance Officer of OPFA and the securities regulators.

If you have received an email from OPFA in error, we ask that you contact the sender and destroy the email and its contents.

If you have any questions regarding our email policies, please Contact Us.

Social Websites

OnPlane Financial Advisors may utilize third-party websites that include social media websites, blogs and other interactive content. OPFA considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, OnPlane Financial Advisors may retain a copy of information that OPFA or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of OPFA or the securities regulators.

Information provides on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by OPFA advisory persons after entering into an advisory agreement and provided OPFA with all requested information about your background.

If you have any questions regarding our social media policies, please Contact Us.