Terms of Use

Agreement to Terms

By accessing or using the Vitality Wealth Planning LLC (“VWP,” “we,” “our,” or “us”) website at planwithvitality.com (the “Site”), you agree to be bound by these Terms of Use. If you do not agree, please do not use the Site.

Not Investment Advice

The content on this Site is for informational purposes only and does not constitute investment advice, a solicitation, or a recommendation to buy or sell any securities or investment products. Nothing on this Site should be interpreted as a substitute for personalized financial planning or professional advice tailored to your individual circumstances.

VWP is a registered investment adviser in the State of Indiana and Washington. Registration does not imply a certain level of skill or training. The Adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration.

No Client Relationship

Use of this Site does not create an investment advisory relationship between you and VWP. A client relationship is formed only through the execution of a written advisory agreement.

Accuracy of Information

We make reasonable efforts to ensure the information on this Site is accurate and current, but we do not warrant its completeness or reliability. Tax laws, regulations, and financial products change frequently. Information related to cross-border financial planning, Costa Rica tax rules, residency requirements, or U.S. tax obligations may become outdated between updates.

You should verify any information before making financial decisions and consult qualified professionals for advice specific to your situation.

Intellectual Property

All content on this Site, including text, graphics, logos, images, tools, and software, is the property of Vitality Wealth Planning LLC or its content suppliers and is protected by copyright and intellectual property laws. You may not reproduce, distribute, or create derivative works from any content without our prior written consent.

Third-Party Links and Tools

This Site may contain links to third-party websites, tools, or services (including scheduling, community platforms, and educational resources). These are provided for convenience only. VWP does not endorse, control, or assume responsibility for the content, privacy practices, or availability of any third-party sites.

User Accounts

Certain features of the Site may require you to create an account. You are responsible for maintaining the confidentiality of your account credentials and for all activity under your account. You agree to notify us immediately of any unauthorized use.

Limitation of Liability

To the fullest extent permitted by law, VWP shall not be liable for any direct, indirect, incidental, consequential, or punitive damages arising from your use of or inability to use the Site, reliance on any information provided, or any errors or omissions in content.

Governing Law

These Terms are governed by the laws of the State of Indiana without regard to conflict of law principles. Any disputes arising from these Terms or your use of the Site shall be resolved in the courts of the State of Indiana.

Changes to These Terms

We may update these Terms from time to time. Changes are effective when posted to this page. Your continued use of the Site after any changes constitutes your acceptance of the revised Terms.

Contact

Questions about these Terms? Reach us at brennan@planwithvitality.com or call (360) 481-9937.