Terms of Use
TheRightRetirementPlan.com

TheRightRetirementPlan.com (“we,” “our,” or “the Site”) provides this website for informational purposes only. Use of and access to the Site and the information, materials, services, and other content available on or through the Site (“Content”) are subject to these terms of use and all applicable laws.

LIMITATION OF LIABILITY

We and our employees, partners, agents, suppliers, or affiliates shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including without limitation, loss of profits, data, use, goodwill, or other intangible losses resulting from your use of the Site or Content.

NO INVESTMENT ADVICE

The content provided is general and for informational purposes only. It is not intended as legal, tax, investment, or financial advice. You are solely responsible for evaluating any information and

making your own decisions.

INVESTMENT RISKS

Investing in securities carries risk, including the loss of principal. Different investments carry different levels of risk. Past performance does not guarantee future results.

THIRD-PARTY LINKS

We may include links to external websites for convenience. These sites are not under our control, and we are not responsible for their content or practices.

COOKIES

We use cookies to improve user experience and site functionality. You may disable cookies via your browser settings, but some site features may not work properly.

SITE AND CONTENT DISCLAIMER

This site and its content are provided “as is” without warranties of any kind. You assume full responsibility for your use of the site.

NOTICES AND ELECTRONIC SIGNATURES

You agree that your electronic affirmations (e.g., clicking “I agree”) are legally binding and equivalent to handwritten signatures.

INTELLECTUAL PROPERTY

All content is the property of TheRightRetirementPlan.com or its licensors. You may not copy, distribute, modify, or create derivative works without written permission.

TERMINATION

We may terminate your access to the site at any time without notice.

INDEMNIFICATION

You agree to indemnify and hold harmless TheRightRetirementPlan.com and its affiliates from any claims or expenses arising out of your use of the site.

JURISDICTION

This website is controlled and operated from the United States. Accessing the Site from outside the U.S. is done at your own risk and may be subject to local laws.

MODIFICATIONS

We reserve the right to modify these Terms at any time by posting updated versions on the Site.

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Privacy Policy

Effective Date: April 20, 2025

TheRightRetirementPlan.com is committed to protecting your privacy. This policy explains how we collect, use, and protect your personal information.

INFORMATION WE COLLECT

We may collect:

• Personal data voluntarily provided (e.g., name, email, phone)

• Anonymous data collected automatically (e.g., IP address, browser type)

HOW WE USE INFORMATION

We use your data to:

• Respond to inquiries

• Send communications

• Improve user experience

• Optimize marketing and website performance

DATA SHARING

We do not sell your personal information. Data may be shared with trusted vendors or service providers who assist in operating this website or delivering services, and who are bound by confidentiality.

COOKIES

Cookies help enhance your experience and analyze site performance. You may control cookie settings through your browser.

SECURITY

We use industry-standard security measures. However, no method of transmission over the internet is fully secure.

CHANGES

We reserve the right to update this policy. Please check this page periodically for updates.

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General Disclaimer

The content on TheRightRetirementPlan.com is intended for educational and informational purposes only. It should not be construed as legal, tax, or financial advice. Always consult with your own professional advisors before making any financial decisions.

Use of this site does not create an advisory relationship. Any reliance you place on information from this site is strictly at your own risk.

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Compliance & Regulatory Disclosures

No Offer of Securities

Nothing on this site constitutes an offer or solicitation to buy or sell any security or investment product.

No Advisory Relationship

Use of this website does not establish a client relationship with Compound Advisory LLC or any other advisor. A formal agreement must be signed to establish such a relationship with any advisory firm referred through this site.

Regulatory Affiliation

Some of the advisors we partner with, including Compound Advisory LLC, are Registered Investment Advisers (RIAs). Investment advisory services may be offered through these or other firms that are appropriately licensed or exempt from licensing in your state. Registration does not imply any particular level of skill or training.

Clients are encouraged to review each advisory firm’s Form ADV and related documents before engaging in an advisory relationship. You may verify an advisor’s registration through the SEC’s website at https://adviserinfo.sec.gov.

Jurisdictional Notice

This site is intended for residents of the United States only. We do not solicit business in any jurisdiction where we are not legally permitted to operate.

Testimonials and Performance

Testimonials may not be representative of all clients. No guarantee is made that a client will achieve similar results. Statements about potential performance or outcomes are hypothetical and for illustrative purposes only.

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Referral & Compensation Disclosure

TheRightRetirementPlan.com may refer visitors to licensed financial professionals, including Compound Advisory LLC or other partner firms. In some cases, we may receive a referral fee or other compensation if a visitor engages with one of these professionals.

We believe in transparency. Any such arrangements do not affect our commitment to providing educational content and accurate information. Users are responsible for reviewing all disclosures and agreements of any advisory firm they engage with.