These Terms of Service (“Terms”) establish a legally binding agreement between you (“Client,” “you,” or “your”) and

Golden Tree Wealth Partners

(“Company,” “we,” “us,” or “our”) regarding your use of our financial guidance and wealth management services (“Services”). By accessing or using our Services, you agree to these Terms. If you do not agree, you may not use our Services.

1. Acceptance of Terms

By using our Services, you acknowledge and accept these Terms. If you do not agree with any part of these Terms, you must discontinue use immediately.

2. Description of Services

Golden Tree Wealth Partners provides personalized financial planning, investment strategies, and wealth management solutions tailored to individuals, business owners, and executives. Our Services may include:

One-on-one financial consultationsWealth-building strategiesInvestment guidanceEducational resources and workshops

3. Client Responsibilities

Honesty and Cooperation

You agree to provide accurate and complete financial information and actively participate in the financial planning process. Transparent communication is essential for effective wealth management.

Confidentiality

All information shared during consultations is kept strictly confidential. You agree not to disclose proprietary financial strategies or any client-related information without written consent.

Personal Responsibility

While we provide expert financial guidance, your investment decisions, financial actions, and results are ultimately your responsibility. We do not guarantee specific outcomes.

4. Fees and Payments

Fees

Fees for our Services are outlined in separate agreements or service contracts. All fees are non-refundable unless explicitly stated otherwise.

Payment Terms

Payments must be made in advance or according to agreed-upon terms. Failure to make timely payments may result in suspension or termination of Services.

Refunds

Refunds or credits may be granted at our sole discretion under exceptional circumstances.

5. Intellectual Property

Ownership

All intellectual property, including financial tools, strategies, templates, and educational content, remains the exclusive property of Golden Tree Wealth Partners. You may not copy, modify, distribute, or use our materials without prior written consent.

6. Limitation of Liability

To the fullest extent permitted by law, Golden Tree Wealth Partners is not liable for any financial losses, investment risks, or damages resulting from the use of our Services. You agree to indemnify and hold us harmless from any claims or liabilities arising from your use of our guidance.

7. Termination

Either party may terminate this relationship with written notice. You remain responsible for any outstanding fees incurred prior to termination.

8. Governing Law & Jurisdiction

These Terms are governed by the laws of Chicago, Illinois. Any disputes shall be resolved exclusively in the courts of Chicago, Illinois.

9. Privacy Policy

Your personal and financial data will never be shared with third parties for marketing purposes. We may share necessary information with trusted subcontractors to facilitate service delivery. For full details, refer to our Privacy Policy: [Insert Link].

10. SMS Terms

We may use SMS messaging for scheduling, updates, and important financial insights.

To opt out, text “STOP.”To resume, sign up as initially. For assistance, reply with “HELP” or contact us at [email protected] | 847-409-0326.

Message and data rates may apply. Frequency varies based on service interactions. Contact your wireless provider for details.

For further inquiries, please refer to our privacy policy or reach out directly.