Chicago Wealth Solutions
Terms of Service

Terms of service

Please read these terms carefully before using Chicago Wealth Solutions' educational content.

Last Updated: December 22, 2024 | Terms ID: TERMS-2024-001

Acceptance of terms

By accessing or using Chicago Wealth Solutions ("the Site"), you agree to be bound by these Terms of Service and our Privacy Policy. If you do not agree to these terms, please do not use the Site.

Important: Chicago Wealth Solutions is an educational publisher. Nothing on this site constitutes personalized financial, investment, tax, or legal advice. Always consult with qualified professionals for your specific situation.

Educational purpose only

All content on Chicago Wealth Solutions is provided for general educational and informational purposes only. The Site is designed to help you:

  • •Understand common financial planning concepts
  • •Learn about tax, retirement, and investment topics
  • •Access Chicago-specific cost-of-living and regulatory context
  • •Make more informed questions when consulting with professionals

This content is NOT:

  • xPersonalized advice tailored to your specific financial situation
  • xA recommendation to buy or sell any security or investment product
  • xTax or legal advice specific to your circumstances
  • xA substitute for consultation with qualified professionals

No fiduciary relationship

Use of this Site does not create any:

  • •Fiduciary relationship between you and Chicago Wealth Solutions
  • •Client-adviser relationship
  • •Attorney-client or accountant-client relationship
  • •Obligation on our part to monitor your financial situation or provide ongoing advice

Chicago Wealth Solutions is a publisher, not a broker-dealer, investment adviser, tax preparer, or law firm.

Accuracy and updates

We strive to provide accurate, up-to-date information and include "Last Reviewed" dates on all educational content. However:

  • •Tax laws, regulations, and market conditions change frequently
  • •We cannot guarantee all information is current at all times
  • •Errors or omissions may occur despite our best efforts

Your responsibility: Always verify critical information with official sources and consult with qualified professionals before making financial decisions.

Intellectual property

All content on this Site - including text, graphics, logos, design elements, and educational materials - is owned by or licensed to Chicago Wealth Solutions and is protected by copyright and trademark laws.

You may:

  • •View and use content for personal, non-commercial educational purposes
  • •Share links to specific pages

You may NOT:

  • xReproduce, republish, or distribute content without written permission
  • xUse content for commercial purposes
  • xRemove copyright or attribution notices
  • xScrape or systematically extract content

User conduct

When using the Site, you agree to:

  • •Provide accurate information when submitting forms or requests
  • •Not attempt to gain unauthorized access to any systems or data
  • •Not use automated tools to scrape or index the Site
  • •Not interfere with the proper functioning of the Site
  • •Not use the Site for any unlawful purpose

Third-party links and resources

The Site may contain links to third-party websites, tools, or resources. These links are provided for your convenience and do not constitute an endorsement. We are not responsible for the content, accuracy, or practices of third-party sites. Use of third-party resources is at your own risk.

Professional introductions (Concierge Match)

Our Concierge Match service may facilitate introductions to verified financial professionals. Important notes:

  • •Not recommendations: Introductions are provided on a concierge basis, not as endorsements or recommendations.
  • •Your responsibility: You must independently verify credentials and determine if a professional is right for you.
  • •Verification: All partners are license-checked via public databases (BrokerCheck, SEC IAPD), but verification does not imply suitability.
  • •No liability: Chicago Wealth Solutions is not responsible for the advice, actions, or performance of introduced professionals.

Limitation of liability

IMPORTANT LEGAL NOTICE:

TO THE FULLEST EXTENT PERMITTED BY LAW, CHICAGO WEALTH SOLUTIONS AND ITS AFFILIATES, OFFICERS, DIRECTORS, EMPLOYEES, AND AGENTS SHALL NOT BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING FROM:

  • •Your use of or reliance on Site content
  • •Financial decisions made based on Site information
  • •Errors, omissions, or inaccuracies in content
  • •Interactions with professionals introduced through the Site
  • •Interruption or unavailability of the Site

THE SITE IS PROVIDED "AS IS" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED.

Indemnification

You agree to indemnify and hold harmless Chicago Wealth Solutions and its affiliates from any claims, damages, or expenses arising from your use of the Site, violation of these Terms, or violation of any third-party rights.

Governing law and disputes

These Terms are governed by the laws of the State of Illinois, without regard to conflict of law principles. Any disputes shall be resolved in the state or federal courts located in Cook County, Illinois.

Informal resolution: Before filing any formal action, we encourage you to contact us at info@chicagowealthsolutions.com to attempt informal resolution.

Changes to these terms

We may update these Terms from time to time. Material changes will be posted on this page with an updated "Last Updated" date. Your continued use of the Site after changes constitutes acceptance of the revised Terms.

Severability

If any provision of these Terms is found to be invalid or unenforceable, the remaining provisions shall remain in full force and effect.

Questions about these terms?

If you have questions about these Terms of Service, please contact us:

Email: info@chicagowealthsolutions.com

Mail: Chicago Wealth Solutions, Legal Team, Chicago, IL