Terms of Use

Effective Date: January 1st, 2026

Welcome to Secure Retirement & Estate (“Company,” “we,” “our,” or “us”). By accessing this website or engaging with our content, you agree to the following terms and conditions.

Educational Purpose Only

All information provided on this website and through associated platforms (including social media, advertisements, quizzes, and email communications) is for educational and informational purposes only.

Nothing on this website constitutes personalized financial, investment, tax, or legal advice.

No Client Relationship

Submitting information through forms, quizzes, email, or social media does not create a client relationship.

A client relationship is established only after a formal written agreement is executed where applicable.

No Guarantees

We do not guarantee specific financial outcomes or results. Financial decisions involve risk and should be made based on your individual circumstances.

Third-Party Content

This website may reference or link to third-party tools or platforms. We are not responsible for the content or practices of third-party services.

Intellectual Property

All content, branding, text, graphics, and materials on this website are the property of Secure Retirement & Estate and may not be reproduced or distributed without written permission.

Limitation of Liability

Secure Retirement & Estate is not liable for any decisions made based on information provided through this website or associated platforms.

Modifications

We reserve the right to update these Terms of Use at any time without prior notice.

Contact

For questions regarding these Terms of Use, contact: Sandra@SecureRetirementAndEstate.com