Terms & Conditions
Last updated: February 23, 2026
Acceptance of Terms
By accessing or using the Grow My Wealth Safely Retirement Readiness Assessment, you agree to be bound by these Terms and Conditions. If you do not agree to these terms, please do not use our services.
Nature of Services
The Retirement Readiness Assessment and the personalized report prepared from it are provided for informational and educational purposes only. The content does not constitute financial, tax, legal, or investment advice. The strategies and information presented are based on general financial principles and your self-reported survey responses. They do not account for your complete financial picture.
No Fiduciary Relationship
Use of this assessment does not create a fiduciary, advisor-client, or other professional relationship between you and Grow My Wealth Safely or any affiliated financial professionals. You should consult with a qualified financial advisor, tax professional, or attorney before making any financial decisions.
Accuracy of Information
While we strive to provide accurate and up-to-date information, we make no warranties or representations about the accuracy, completeness, or suitability of the information contained in your report. Financial markets, tax laws, and insurance products change frequently, and the information in your report may not reflect the most current developments.
Limitation of Liability
To the fullest extent permitted by law, Grow My Wealth Safely and its affiliates, officers, directors, employees, and agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of or reliance on the assessment or report, including but not limited to financial losses, loss of data, or loss of business opportunities.
Intellectual Property
All content, design, and functionality of this platform, including but not limited to text, graphics, logos, and software, are the property of Grow My Wealth Safely and are protected by applicable intellectual property laws. Your personalized report is prepared for your personal use only and may not be redistributed or republished without our written consent.
Changes to Terms
We reserve the right to modify these Terms and Conditions at any time. Changes will be effective upon posting to this page. Your continued use of the platform after changes are posted constitutes your acceptance of the revised terms.
Contact
If you have questions regarding these terms, please contact our team. We are happy to clarify any provisions.