Terms of Use

Agreement to Terms

By accessing and using this website and our services, you agree to be bound by these terms. If you do not agree with them, please do not use this site.

Educational Content Only

This website, our communications, and our consultations provide educational information only. Nothing on this site constitutes investment advice, tax advice, legal advice, insurance advice, or a recommendation to buy or sell any security, product, or service.

All information is general in nature and may not apply to your specific circumstances. Before making any financial, tax, legal, or insurance decision, consult with the appropriate licensed professionals, such as your tax advisor, attorney, financial adviser, or insurance agent.

Not Securities Licensed

Kingdom Planning LLC does not hold securities licenses and does not manage investment accounts or securities directly. When securities-related wealth management is appropriate and requested by a client, we refer to licensed financial advisors within our network, including through Simplicity Wealth, with accounts held at Charles Schwab. Such referrals do not constitute an endorsement or recommendation of any particular investment product.

Disclaimer of Warranties

This website and our services are provided on an "as-is" basis without warranties of any kind, either express or implied. We do not warrant that:

• The information presented is accurate, complete, or error-free
• The website will be uninterrupted or free from technical errors
• Your use of the website will be secure or private

Limitation of Liability

To the fullest extent permitted by law, Kingdom Planning LLC is not liable for any direct, indirect, incidental, consequential, or punitive damages arising from your use of this website or our services, including but not limited to damages for loss of profits, data, or income, even if we have been advised of the possibility of such damages.

Your Responsibilities

By using this website, you agree to:

• Provide accurate and complete information when requested
• Use the website only for lawful purposes
• Not attempt to disrupt or interfere with the website's operation
• Not attempt to gain unauthorized access to our systems
• Respect the intellectual property rights of Kingdom Planning LLC

Past Performance

Past performance does not guarantee future results. All investments carry risk, including the potential loss of principal. Historical returns, illustrations, and projections are not indicators of future performance.

No Client Relationship

Viewing this website or receiving information from Kingdom Planning LLC does not create a client relationship, fiduciary duty, or obligation to provide services. A formal engagement is required before Kingdom Planning LLC provides advisory or planning services.

Third-Party Links

This website may contain links to third-party websites. We are not responsible for the content, accuracy, or practices of those sites. Your use of third-party sites is at your own risk and subject to their terms and conditions.

Governing Law

These terms are governed by and construed in accordance with the laws of the State of New York, without regard to its conflict-of-law principles.

Changes to Terms

We may update these terms at any time. Your continued use of the website following such updates constitutes acceptance of the revised terms.

Contact Us

If you have questions about these terms, reach out any time: