Terms of Use

By using WealthLink, you agree to these terms. If you don't agree, please don't use the site.

The content is educational

Everything published here is general educational information, not personalized advice. This is important enough that it has its own page — please read the full disclaimer.

We are a publisher, not a licensed adviser. Using this site does not create any professional-client relationship.

Your use of the site

You may: read, share links to, quote with attribution, and use our free calculators and resources for your own business or personal purposes.

You may not: republish our content wholesale, scrape the site at scale, resell our materials, remove attribution, or use our content to train a commercial model without written permission.

Our name, logo, and brand elements are ours. Linking to us is welcome; implying endorsement or partnership is not.

Digital products

License. When you buy a template, spreadsheet, or toolkit, you get a non-exclusive, non-transferable license to use it for yourself or your own business. You may adapt it for your own use.

You may not resell, redistribute, or repackage our products, or include them in something you sell.

Refunds. Our refund terms are stated on each product page at the point of purchase. Because digital products are delivered immediately, refund windows are limited — the specific terms are shown before you pay.

Delivery. Products are delivered digitally to the email address you provide, and available in your account library.

Third-party links and services

We link to third-party sites and services we don't control. We're not responsible for their content, terms, pricing, availability, or practices. Your dealings with them are between you and them.

Some links are affiliate links — see our affiliate disclosure.

No warranties

The site and its content are provided "as is." We work hard on accuracy but we don't warrant that content is complete, current, or error-free, or that the site will be uninterrupted.

Tax rules, rates, pricing, and regulations change. Verify current figures against an authoritative source before relying on them.

Limitation of liability

To the fullest extent permitted by law, WealthLink and its contributors are not liable for any indirect, incidental, consequential, or punitive damages, or for lost profits, arising from your use of the site, its content, or its products.

You are responsible for your own business and financial decisions.

User submissions

If you send us feedback, corrections, or suggestions, you grant us the right to use them to improve the site without obligation or compensation. Don't send us anything confidential.

Changes to these terms

We may update these terms. The date at the top reflects the current version. Continued use after a change means you accept the updated terms.

Termination

We may restrict or terminate access for anyone who violates these terms, particularly around scraping, redistribution, or misuse of our products.

Governing law

These terms are governed by the laws of the United States and the state in which WealthLink is organized, without regard to conflict-of-law principles.

Contact

Questions about these terms: contact us.