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Terms &
Conditions

Introduction

Welcome to DrivenWealth. By accessing or using our website and services, you agree to be bound by the following terms and conditions. If you do not agree with any part of these terms, you must not use our services.

Services Provided

DrivenWealth offers comprehensive financial consulting services, including but not limited to financial planning, investment advisory, estate planning, and business transition services. All services are provided based on the specific needs and goals of the client and are subject to the terms outlined in this document.

Client Obligations

As a client, you agree to provide accurate and complete information necessary for the provision of our services. You also agree to communicate any changes to your financial situation that may impact our services promptly.

Fees & Payment

All fees for services provided by DrivenWealth will be outlined in a separate agreement between the client and DrivenWealth. Payments are due as outlined in the agreement, and failure to make timely payments may result in the suspension or termination of services.

Confidentiality

DrivenWealth is committed to protecting your personal and financial information. We will not disclose any information about you to third parties without your consent, except as required by law or as necessary to provide our services.

Disclaimer of Warranties

DrivenWealth provides its services on an "as is" and "as available" basis. We do not warrant that our services will be uninterrupted, error-free, or free from unauthorized access. We do not make any guarantees about the accuracy or completeness of the information provided through our services.

Limitation of Liability

To the maximum extent permitted by law, DrivenWealth shall not be liable for any direct, indirect, incidental, or consequential damages resulting from the use or inability to use our services, including but not limited to loss of profits, data, or goodwill.

Termination

Either party may terminate the service agreement at any time, with or without cause, by providing written notice to the other party. Upon termination, all outstanding fees for services rendered up to the date of termination will become due.

Governing Law

These terms and conditions are governed by and construed in accordance with the laws of Michigan. Any disputes arising out of or related to these terms and conditions shall be subject to the exclusive jurisdiction of the courts.

Changes to Terms

DrivenWealth reserves the right to modify these terms and conditions at any time. Any changes will be effective immediately upon posting on our website. Your continued use of our services after the posting of revised terms constitutes your acceptance of those changes.

Contact Information

If you have any questions or concerns regarding these terms and conditions, please contact us at:

  • DrivenWealth

  • Email: info@driven-wealth.com

  • Phone: (517) 274 - 8502

  • Address: 3496 E. Lake Lansing, STE 120, East Lansing, MI 48823

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