Last Updated: January 1, 2024
Welcome to Money Compass Zone. By accessing our website or utilizing our financial planning and wealth management services, you agree to be bound by these Terms and Conditions. If you do not agree, please discontinue use of our services.
Money Compass Zone offers Wealth Management, Investment Advisory, Personal Financial Planning, Retirement Planning, Tax Planning, and Estate Planning. All services are provided on a fiduciary basis, acting in the best interest of the client.
While we utilize data-driven strategies to optimize your wealth, financial markets involve inherent risks. Money Compass Zone does not guarantee specific investment returns or future financial performance.
Clients agree to provide accurate and complete information regarding their financial status. It is your responsibility to review documents and statements provided by us and to notify us of any discrepancies.
Our fees are transparent and agreed upon prior to service engagement. Details regarding our fee-only structure can be found in your individual advisory agreement.
These terms shall be governed by and construed in accordance with the laws of the State of New York, without regard to its conflict of law provisions.