Terms & Conditions
Understand the terms that apply when you use the Improve Wealth Plan website or submit a financial enquiry.
Last updated: October 11, 2026
These Terms & Conditions govern your use of the Improve Wealth Plan website. By accessing this website, you agree to these terms. If you do not agree, please stop using the website.
1. General information only
Website content is provided for general educational and informational purposes. It is not personalised financial, investment, tax, insurance, mortgage, legal, or credit advice. Your circumstances may require advice from a suitably qualified and, where applicable, licensed professional.
2. No offer or guarantee
Information on this website is not a binding offer to lend, extend credit, issue insurance, manage assets, or provide any particular product. Rates, fees, eligibility, terms, approvals, returns, and outcomes are not guaranteed. A website enquiry does not constitute an application or approval.
3. Your responsibilities
You agree to provide accurate contact information, use the website lawfully, avoid disrupting its operation, and not submit unlawful, deceptive, or abusive material. Do not submit passwords, complete account numbers, Social Security numbers, tax identifiers, or sensitive financial documents through general forms.
4. Third-party providers
Links to lenders, insurers, advisers, or other third parties may be provided for convenience. Improve Wealth Plan does not control external websites, their terms, or their privacy practices. Verify all offers and credentials directly before proceeding.
5. Intellectual property
Website text, branding, and design elements are intended for Improve Wealth Plan use unless otherwise stated. Do not copy or redistribute protected materials without permission, except as permitted by law.
6. Accuracy and availability
We aim to keep information useful and current but do not warrant that every page is complete, accurate, uninterrupted, or suitable for every purpose. Content may change without notice.
7. Limitation of liability
To the extent permitted by law, Improve Wealth Plan is not responsible for losses resulting from reliance on general website content, external resources, or temporary website unavailability. Nothing in these terms limits rights or liabilities that cannot lawfully be limited.
8. Privacy
Information submitted through website forms is handled as described in our Privacy Policy. General forms should not be used to send sensitive financial identifiers.
9. Changes and contact
We may update these terms from time to time by publishing a revised version on this page. Contact us using the details above if you have questions.
Questions about this page? Contact info@improvewealthplan.com or call (216) 221-6809.