Terms of Service

Last Updated: 1/2/2024

Welcome to Sonar Wealth, LLC ("we," "our," or "us"). By accessing or using our website or services, you agree to be bound by these Terms of Service ("Terms"). Please read them carefully before using our services. If you do not agree to these Terms, you may not use our website or services.

1. Services Provided

Sonar Wealth LLC offers financial planning services, including but not limited to:

  • Cash Flow & Debt Management Planning

  • Investment Planning

  • Retirement planning

  • Tax Planning

  • Estate Planning

  • Insurance Planning

  • Career Transition Planning

  • Other related advisory services

All services are subject to the terms outlined in our client agreement, which you must sign before engaging our services.

2. Use of the Website

The content on this website is for informational purposes only and does not constitute financial, legal, or tax advice. Your use of the website does not create a client relationship with Sonar Wealth, LLC. Always consult a qualified professional for personalized advice.

3. Eligibility

By using our website or services, you confirm that you are at least 18 years old and legally capable of entering into a binding agreement.

4. Client Responsibilities

As a client of Sonar Wealth LLC, you are responsible for:

  • Providing accurate and complete information required for financial planning.

  • Informing us of any changes to your financial or personal circumstances.

  • Actively participating in the planning process.

5. Fees and Payment

  • Fees for our services are outlined in your client agreement and depend on the scope and complexity of the services provided.

  • Payments are due as specified in your client agreement.

  • Late payments may result in the suspension or termination of services.

6. Confidentiality

We take the confidentiality of your information seriously. Please refer to our Privacy Policy for details on how we collect, use, and protect your data.

7. Termination

Either party may terminate the client relationship as outlined in the client agreement. Upon termination, any fees owed for services rendered up to the termination date will remain due.

8. Limitation of Liability

To the maximum extent permitted by law, Sonar Wealth, LLC will not be liable for any direct, indirect, incidental, or consequential damages arising from the use of our services or website.

9. Third-Party Links

Our website may contain links to third-party websites or resources. We are not responsible for the content, accuracy, or practices of these third-party sites. Accessing these links is at your own risk.

10. Changes to Terms

We may update these Terms from time to time. Any changes will be posted on this page with the updated effective date. Your continued use of our website or services constitutes acceptance of the revised Terms.

11. Governing Law

These Terms are governed by the laws of Illinois (where Sonar Wealth, LLC is headquartered), without regard to conflict of law principles.

12. Contact Us

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

Sonar Wealth, LLC
nick@sonarwealth.com
(630) 246-2954