Terms and Conditions of Use
Thank you for visiting the Infinite Wealth Advisors, LLC website. By using this website, you agree to abide by the following terms and conditions, which constitute a legal agreement (the “Agreement”) between you and the Firm. If you do not accept these conditions, you may not use this website.
How are we different from other financial service firms?
When you meet with many financial service providers, you often hear a pre-programmed message. Before learning anything about you, they have decided the products you should buy and the investments you should make.
As an independent insurance and financial services firm, Infinite Wealth Advisors has a number of options to help our clients. We are not restricted to a specific company’s products or services, and we don’t use cookie-cutter planning tactics.
Your relationship with Infinite Wealth Advisors begins with a blank slate. We start the planning process by examining where you are today and the retirement you want tomorrow. From there, we build a plan, piece by piece, to help you achieve your goals. Then, we complete a 360-degree analysis of your proposed plan. We picture the plan unfolding 10 years, 20 years and further into the future. We will regularly meet with you to review and make adjustments.
Our business is guided by the commitments we make to our clients:
- We spend as much time with you as necessary.
- We communicate in a way that you will fully understand.
- We assist in making decisions on your behalf and only recommend products or services that are right for you.
- We create a plan customized just for you and your family.
In addition to our in-house team of insurance and financial professionals, Infinite Wealth Advisors can work with your current team, or we may make recommendations for other service professionals to assist in our collaborative efforts.
Infinite Wealth Advisors serves the financial planning and retirement income planning needs of clients in only those states where its affiliates or representatives are properly insurance licensed and/or registered as an investment advisor representative, if applicable. Investment advisory services may provided by NAMCOA®, Naples Asset Management Company, a federally registered investment advisor. NAMCOA only transacts business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The existence of this website shall in no way suggest that the Firm offers investment advisory services to residents of any state other than the states in which the Firm maintains a notice filing.
NAMCOA and Infinite Wealth Advisors, LLC are not affiliated, are independently owned and operated. A copy of NAMCOA’s current written disclosure statement discussing NAMCOA’s business operations, services, and fees is available at the SEC’s investment adviser public information website www.adviserinfo.sec.gov or from NAMCOA upon written request.
Under no circumstances should any material at this site be used or considered as an offer to sell or a solicitation of any offer to buy any security or portfolio managed by NAMCOA nor any its affiliates. Any such offer or solicitation will be separately made by one of the Firm’s financial advisors.
This website provides general information about the Firm and is not intended to offer investment or financial planning advice. The purpose of this site is to provide you with information about the firm and our investment philosophy, and to provide a means for you to contact us for further information.
NAMCOA may provide customized investment recommendations only within the context of our contractual agreements with our clients, and only after a comprehensive review of the client’s situation. Any offer or solicitation to buy any security or portfolio managed by the Firm will be separately made by one of the Firm’s financial advisors.
For further information about NAMCOA, please visit www.namcoa.com to view our current brochure which discusses the firm’s business operations, services, and fees.
Infinite Wealth Advisors, LLC’s website is provided to you without charge as a convenience and for your information only. By providing access to the Firm’s website content, the Firm does not warrant or represent that the content is accurate or complete; that the content is up-to-date or current; that the content is free from technical inaccuracies or typographical errors; that the content is free from changes caused by a third party; or that your access to this website will be free from interruptions, errors, computer viruses, or other harmful components.
Use of this website is at your own risk. Under no circumstances, including but not limited to negligence, shall the Firm be liable for any direct or indirect, special, incidental or consequential damages. This includes loss of data or profit arising out of the use or the inability to use the content of this website, even if one of the Firm’s representatives has been advised of the possibility of your damages. In jurisdictions that do not allow the exclusion or limitation of liability for consequential or incidental damages, our liability is limited to the greatest extent permitted by law.
Limitations of Liability
The material on this website is based on information generally available in the marketplace and is believed to be reliable and authoritative; however, it is not guaranteed as to its accuracy and does not constitute sufficient information to be the basis for sound investment decisions. The information is of a general nature and should not be applied indiscriminately to situations wherein it may not be completely applicable. You acknowledge that NAMCOA is providing the contents of this website on an “as is” basis with no warranties of any kind. Your use of this website and use or reliance upon any of the materials on it is solely at your own risk.
Any links on the Infinite Wealth Advisors, LLC website to other websites is not intended as referrals or endorsements, but are merely provided to the users of the Firm’s website for convenience and informational purposes.
Some pages within this website are password-protected. Access to these areas is restricted to authorized users only. The user in password-protected areas is responsible for any use of the password and for maintaining the confidentiality of the password. All website pages are intellectual property of Infinite Wealth Advisors, LLC and are protected by copyright laws.
Privacy Policies and Restrictions on Use
The following policies apply only to Infinite Wealth Advisors, LLC’s site and not to the websites of others we may link to.
Aggregate Data and Cookies. Infinite Wealth Advisors, LLC generally records certain usage information, such as the number and frequency of visitors to this website. This data helps us determine how many visitors use parts of the site and to do internal research on our users’ demographics, interests and behavior to better understand and serve you. This information may include the websites that you access immediately before and after your visit to our website, the Internet browser you are using, and your IP address. If we use such data at all, it will be on an aggregate basis, and we will not voluntarily disclose to third parties any information that could be used to identify you personally.
Personally Identifiable Information. Please be assured that we will not collect personal identifying information about you when you visit our website, unless you choose to provide such information to us. If you voluntarily submit information to our website, for example, your name and e-mail address in a request for information, we may record and use such personally identifiable information for reasonable business purposes including, but not limited to, fulfilling your request. While we take appropriate measures to safeguard against unauthorized disclosures of information, we cannot assure you that your personally identifiable information will never be disclosed in a manner inconsistent with this policy and make no representations or warranties regarding the sufficiency of our security measures.
Use of Website. Any person using this website is permitted to view, store, bookmark, download and print individual website pages for personal and non-commercial purposes only. These uses must not alter the original website content, including all legal notices and legends. Our prior permission is required for (i) any commercial use of materials on this website; (ii) making more than minimal copies of website materials; and (iii) copying large portions of our website, such as by bots, robots or spiders that “harvest” the website. If you seek permission for such use of our website, please contact us at firstname.lastname@example.org. Any unauthorized use of the images may violate copyright laws, trademark laws, the laws of privacy and publicity, and communications regulations and statutes.
Important Disclosure Information
Governing Law. You agree that your use of this website and any disputes relating to such use will be governed by the laws of the State of North Carolina.
Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by the Firm or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.
Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from us. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing.
Infinite Wealth Advisors, LLC is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. If there are any questions, feel free to refer to our Contact Us page.