Terms & Conditions

Effective Date: 06/09/2025
MyWealthspan.com (“MyWealthspan,” “we,” “our,” or “us”)

1. Agreement to Terms

By accessing or using MyWealthspan.com, you agree to be bound by these Terms & Conditions (“Terms”). If you do not agree, please do not use this website or our services.

These Terms apply to all users of the site, including visitors, quiz respondents, and anyone who downloads a report or is matched with an advisor.

2. Purpose of the Website

MyWealthspan provides educational content and retirement-related tools, including:

• An interactive retirement readiness quiz
• A personalized PDF insights report
• A potential introduction to a licensed financial advisor based on your location and quiz results

We do not provide financial, legal, tax, or investment advice. All content is for informational and educational purposes only.

3. Eligibility

To use this website, you must be:

• At least 18 years old
• A resident of the United States
• Submitting accurate and truthful information

You agree not to use the site for any unlawful or unauthorized purpose.

4. No Financial Advice

Important Disclaimer:
MyWealthspan is not a licensed financial advisor, investment firm, broker-dealer, or fiduciary. We do not offer or recommend financial products or services.

Any advisor introduction is based solely on quiz responses and internal matching logic. You are solely responsible for evaluating any advisor or information provided and for making your own financial decisions.

We are not liable for any actions taken based on your matched advisor’s recommendations or services.

5. Lead Matching and Paid Advisors

Advisors who receive your information pay MyWealthspan to be matched with potential clients in specific geographic areas.

You acknowledge and agree that:

• MyWealthspan receives compensation for this match
• Only one advisor will receive your information
• The match is not based on a comprehensive review of all available advisors
• You are under no obligation to engage with the advisor you are matched with

6. Intellectual Property

All content on MyWealthspan.com, including the quiz, reports, design, text, logos, and graphics, is the property of MyWealthspan and protected under copyright, trademark, and intellectual property laws.

You may not reproduce, distribute, or create derivative works without written permission.

7. User Conduct

By using our site, you agree not to:

• Provide false or misleading information
• Impersonate any person or entity
• Attempt to interfere with the site’s functionality or security
• Use any automated means to access the quiz or reports
• Reverse-engineer or copy our quiz logic or lead system

We reserve the right to block or restrict access to anyone who violates these Terms.

8. Third-Party Services

We may link to or integrate with third-party platforms, including those used for:

• Customer relationship management (Go High Level)
• Data processing and matching logic (Airtable, Make)
• Report generation (DocsAutomator)
• Retargeting or ad delivery (e.g., Google, Meta, TikTok)

We are not responsible for the content, privacy policies, or practices of any third-party site or service.

9. Disclaimer of Warranties

MyWealthspan.com and all services are provided “as is” and “as available,” without warranty of any kind. We do not guarantee:

• Accuracy or completeness of any report or quiz result
• Compatibility with your individual financial circumstances
• Advisor performance or outcomes

To the fullest extent permitted by law, we disclaim all warranties, express or implied, including warranties of merchantability and fitness for a particular purpose.

10. Limitation of Liability

Under no circumstances will MyWealthspan, its owners, affiliates, contractors, or employees be liable for any direct, indirect, incidental, consequential, or special damages arising out of:

• Your use of the website or services
• Any decision made based on our quiz, report, or advisor match
• Communication with a matched advisor

If you are dissatisfied with the website, your sole remedy is to stop using it.

Some jurisdictions do not allow certain disclaimers. In such cases, liability is limited to the maximum extent permitted by law.

11. Indemnification

You agree to indemnify, defend, and hold harmless MyWealthspan and its affiliates, contractors, and representatives from any claims, liabilities, damages, losses, or expenses arising from:

• Your use of our website or services
• Your violation of these Terms
• Your interaction with any matched advisor

12. Governing Law

These Terms are governed by the laws of the Province of Quebec, Canada, and applicable federal laws of Canada, without regard to conflict of law provisions.

By using our site, you consent to the exclusive jurisdiction of the courts in Quebec, Canada, for any disputes.

13. Termination

We reserve the right to suspend or terminate access to our site and services at any time for any reason, without notice.

14. Changes to These Terms

We may revise these Terms at any time. Updates will be posted on this page with a new “Effective Date.” Continued use of our website after changes are posted constitutes acceptance of the revised Terms.

15. Contact Us

For questions about these Terms & Conditions, contact:

MyWealthspan Legal & Compliance
Email: info@mywealthspan.com