Terms and Conditions

Effective Date: June 1st, 2024

These Terms and Conditions (“Terms”) govern your access to and use of the website operated by Core Financial Management (“Company,” “we,” “us,” or “our”) at [core-financialmanagement.com] (the “Site”). By accessing or using the Site, you agree to be bound by these Terms. If you do not agree with these Terms, please do not use the Site.

  1. Use of the SiteYou agree to use the Site only for lawful purposes and in accordance with these Terms. You are prohibited from using the Site:
  • To violate any applicable local, state, national, or international law or regulation
  • To transmit or procure the sending of any advertising or promotional material without our prior written consent
  • To impersonate or attempt to impersonate the Company, a Company employee, or any other person or entity
  1. Intellectual Property RightsAll content on the Site, including text, graphics, logos, images, and software, is the property of Core Financial Management or its content suppliers and is protected by intellectual property laws. You may not copy, reproduce, distribute, or create derivative works from any content without our express written permission.
  2. DisclaimerThe information provided on this Site is for general informational purposes only and does not constitute professional financial, legal, or tax advice. You should consult a qualified professional for personalized advice regarding your individual situation.
  3. Limitation of LiabilityTo the fullest extent permitted by law, Core Financial Management shall not be liable for any damages of any kind arising out of or relating to your use of or inability to use the Site or any content therein, including any direct, indirect, incidental, special, or consequential damages.
  4. Third-Party LinksThe Site may contain links to third-party websites or services that are not owned or controlled by Core Financial Management. We are not responsible for the content, policies, or practices of any third-party sites.
  5. Changes to These TermsWe may update these Terms from time to time. We will notify you of any changes by updating the “Effective Date” at the top of this page. Your continued use of the Site after any such changes constitutes your acceptance of the new Terms.
  6. Governing LawThese Terms shall be governed by and construed in accordance with the laws of the State of California, without regard to its conflict of law provisions.
  7. Contact UsIf you have any questions about these Terms, please contact us at:

Core Financial Management
30101 Agoura Ct Ste 205, Agoura Hills, CA 91301
Email: info@core-financialmanagement.com
Phone: 805-551-1953