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Terms & Conditions

Last updated: October 7, 2026

1. Acceptance of Terms

By accessing this website or requesting services from Plan Wise Finance, you agree to these Terms & Conditions. If you do not agree, do not use the website or request services.

2. Website Purpose

This website provides general information about financial, lending, insurance, investment, and related services. Website content is not a substitute for individualized legal, tax, investment, insurance, or financial advice.

3. Service Requests

Submitting a form, booking a consultation, or requesting information does not guarantee approval, coverage, financing, investment performance, or acceptance by any third-party provider. Eligibility, rates, fees, terms, and availability may vary.

4. Financial Risk Disclosure

Investments involve risk, including possible loss of principal. Past performance is not a guarantee of future results. Any rates, savings examples, funding amounts, performance figures, or other examples on the website are illustrative or subject to change unless expressly stated otherwise in a binding agreement.

5. Loans and Credit

Loan approval, APR, terms, and funding are subject to lender underwriting, eligibility, documentation, applicable law, and lender-specific conditions. Advertised rates or examples are not guaranteed offers of credit.

6. Insurance

Insurance availability, coverage, exclusions, premiums, deductibles, and policy terms depend on the insurer and applicable state law. A quote or description on this website does not replace the policy contract.

7. Investment Services

Investment advisory or investment-related services are subject to applicable agreements and disclosures. You should review all applicable documents before investing. Plan Wise Finance does not guarantee investment outcomes.

8. User Responsibilities

You agree to provide accurate information, keep submitted information current, use the website lawfully, and avoid attempting to interfere with website security or operation.

9. Intellectual Property

Website text, branding, design, graphics, and other materials are owned by or licensed to Plan Wise Finance unless otherwise noted. You may not reproduce, modify, distribute, or commercially exploit website materials without permission.

10. Third-Party Providers

Some products or services may be delivered by third-party lenders, insurers, custodians, payment providers, technology providers, or professional firms. Their agreements and policies may apply separately.

11. Limitation of Liability

To the maximum extent permitted by law, Plan Wise Finance will not be liable for indirect, incidental, special, consequential, or market-related losses arising from use of the website or reliance on general website information. Nothing in these terms excludes liability that cannot lawfully be excluded.

12. Privacy

Your use of the website is also subject to our Privacy Policy.

13. Governing Law

These terms are intended to be governed by applicable laws of the State of Nevada, except where federal law or mandatory consumer-protection law provides otherwise. Any dispute-resolution provisions in a separate signed agreement control where applicable.

14. Changes

We may update these terms when necessary. Continued use of the website after changes are posted constitutes acceptance to the extent permitted by law.

15. Contact

Plan Wise Finance
2995 Talbot St, Las Vegas, Nevada 89109, USA
Phone: (702) 369-7177
Email: info@planwisefinance.info

Plan Wise Finance

Since 2022, Plan Wise Finance has helped thousands of Americans secure loans, protect assets, and grow wealth with fiduciary-grade advice. Headquartered in Las Vegas, serving all 50 states.

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