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Creative Planning Website Terms

By using this website, you accept these Terms of Use. If you do not agree, do not use the site. These terms apply to creativeisplanning.com and its content.

General information, not advice

The content on this website is general information and educational material only. Nothing on this site is an offer to buy or sell securities. The information is not individualized investment advice, tax guidance or legal counsel for your specific situation. Before making any financial decision, consult a qualified investment professional, tax advisor or attorney about your circumstances and needs.

Risk and performance

Investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results. Any examples or illustrations on this website are hypothetical and do not represent actual results or guaranteed outcomes.

Intellectual property

The Creative Planning name, logo and all content on this website belong to Creative Planning, Inc. and are protected by law. You may not copy, reproduce or distribute any material without written permission from Creative Planning, Inc.

Links to other sites

This website may contain links to third-party websites. Creative Planning, Inc. is not responsible for the content, accuracy or privacy practices of those external sites. Your use of any third-party site is governed by that site's own terms and policies.

Limitation of liability

To the fullest extent permitted by law, Creative Planning, Inc. is not liable for any damages—whether direct, indirect, incidental, consequential or otherwise—that result from your use of this website, reliance on its content, or inability to access it.

Changes to these terms

Creative Planning, Inc. may update these Terms of Use at any time by updating this page. Changes take effect immediately upon posting.

Website Terms · Creative Planning, Inc. · 539 11th Avenue South, Naples, FL 34102, United States

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