As of March 1, 2018
This Subscriber Agreement applies to Wealth, FP : Wealthify Lifestyle Business Advisors (“Wealth”) subscription website (the “Wealthify Lifestyle Subscription Site”), https://www.wealthifylifestyle.com/.
REGISTRATION: Welcome! To ensure that you enjoy the highest standards of quality and service during your visits to the Anderson Subscription Site, we encourage you to read through the following information before you register. These legal notices spell out the terms and conditions to which you are expected to adhere.
1.1 This “Subscriber Agreement” constitutes your agreement with Wealthify with respect to your use of the Wealthifylifestyle Subscription Site. You must agree to abide by all of the terms and conditions contained in this Subscriber Agreement in order to become or remain an authorized subscriber of the Anderson Subscription Site.
1.2 To indicate agreement with the terms and conditions of this Subscriber Agreement, you must click the “Click Here to Join” button at the end of this Subscriber Agreement. You will not be allowed to register before clicking that button. Feel free to read and reread this Subscriber Agreement as often as you want before clicking the “Click Here to Join” button. If you do not wish to agree to these terms and conditions, do not click the “Click Here to Join” button (you understand that you will not be subscribed to the wealthifylifestyle Subscription Site and will have no right to access such wealyhifylifestyle Subscription Site unless you agree with the terms of this Subscriber Agreement). wealthifylifestyle reserves the right, at its discretion, to change, modify, add or remove portions of this Subscriber Agreement at any time. Occasionally Wealthifylifestyle may ask you to accept the terms of such changes to continue using thewealthifylifestyle Subscription Site.
1.3 IF THIS SUBSCRIBER AGREEMENT OR ANY FUTURE CHANGES ARE UNACCEPTABLE TO YOU, OR CAUSE YOU TO NO LONGER BE IN COMPLIANCE, YOU MAY CANCEL YOUR SUBSCRIPTION BY REQUESTING AN ORDER CANCELLATION BY CALLING WEALTHIFYLIFESTYLE BUSINESS ADVISORS AT 1-949-682-7428 (SEE SECTION 9 REGARDING WEALHTIFYLIFESTYLE.COM TERMINATION OF SERVICE). YOUR CONTINUED USE OF THE WEALTHIFYLIFESTYLE SUBSCRIPTION SITE WILL CONSTITUTE YOUR BINDING ACCEPTANCE OF SUCH RULES, CHANGES OR MODIFICATIONS.
1.4 wealthifylifestyle may change, suspend or discontinue any aspect of the Wealthifylifestyle Subscription Site at any time, including the availability of any feature, database or content. Wealthifylifestyle may also impose limits on certain features and services or restrict your access to parts or all of the Anderson Subscription Site without notice or liability.
2.1 The contents of the Wealthifylifestyle Subscription Site are intended for the personal, noncommercial use of its registered subscribers. All materials published on the Wealthifylifestyle Subscription Site (including, but not limited to news articles, forms, agreements, illustrations, audio clips and video clips, also known as the “Content”) are protected by copyright and other intellectual property laws, and are owned, or controlled by, or licensed to Wealthifylifestyle or the party credited as the provider of the Content, software or other materials. You shall abide by all additional copyright or other notices, information or restrictions appearing in conjunction with any Content accessed through the Wealthifylifestyle Subscription Site.
2.2 The Wealthifylifestyle Subscription Site is protected by copyright as a collective work and/or compilation, pursuant to U.S. copyright laws, international conventions and other copyright laws. Except as set forth in Section 2 of this Subscriber Agreement, you may not modify, adapt, translate, exhibit, publish, transmit, participate in the transfer or sale of, reproduce (except as provided in this section of the Subscriber Agreement), create derivative works from, distribute, perform, display, reverse engineer, decompile or dissemble, or in any way exploit, any of the Content, software, materials of Wealthifylifestyle Subscription Site in whole or in part.
2.3 Copying or storing of any Content for any purpose other than personal, noncommercial use is expressly prohibited without the prior written permission from Wealthifylifestyle, or the copyright holder identified in the individual Content’s proprietary rights notices. For the avoidance of doubt, including any Content (in whole or in part) on your personal website, when it is accessible to any other person, is not a personal use and is not permitted.
2.4 If you believe that any Content appearing on the Wealthifylifestyle Subscription Site has been used on such Wealthifylifestyle Subscription Site in a manner that constitutes copyright infringement, please provide Wealthifylifestyle with a written notice (email is sufficient) that includes the following information:
Our office for notice of claims of copyright infringement on the wealthifylifestyle Subscription Site is: By postal mail: Wealthify Lifestyle 30 N Gould St, Sheridan ,WY 82201. By telephone: (949) 682-7428. By fax.
3.1 You shall not upload to, or distribute or otherwise publish through the Wealthifylifestyle Subscription Site any Content that is libelous, defamatory, obscene or otherwise violates any law or the rights of third parties. Please use your best judgment and be respectful of other individuals using the bulletin boards. Do not use vulgar, abusive or hateful language. Bulletin boards within the Wealthifylifestyle Subscription Site, where provided, are provided to give our users an interesting and stimulating forum in which they may express their opinions and share their ideas. Wealthifylifestyle does not endorse the opinions placed on these bulletin boards. You acknowledge that any submissions may be edited, removed, modified, published, transmitted and displayed by Wealthifylifestyle.
3.2 The Forums shall be used by you solely in a noncommercial manner. You shall not, without the express approval of wealthifylifestyle distribute or otherwise publish any material containing any solicitation of funds, advertising or solicitation for goods or services, or to promote websites or online services on the Wealthifylifestyle Subscription Site.
3.3 While Wealthifylifestyle does not and cannot review every message posted by subscribers in the Forums and is not responsible for any content of these messages, Wealthifylifestyle reserves the right to delete, move or edit messages that it, in its sole discretion, deems are in violation of the law (including trademark and copyright law), or this Subscriber Agreement, or are abusive, defamatory, obscene or otherwise unacceptable. You shall remain solely responsible for the content of their messages.
4.1 The Wealthifylifestyle Subscription Site contains links to other related World Wide Web Internet sites, resources and sponsors of Wealthifylifestyle. Selection of an ad banner or link will redirect you off of the Wealthifylifestyle Subscription Site to a third party website. Transactions that occur between you and any such third party are strictly between you and the third party and are not the responsibility of Wealthifylifestyle. Because Wealthifylifestyle is not responsible for the availability of these outside resources or their contents, you should direct any concerns regarding any external link to its site administrator or webmaster.
5.1 You represent, warrant and covenant (a) that no materials of any kind submitted through your subscriber account or Wealthifylifestyle’s use thereof in accordance with the terms and conditions of this Subscriber Agreement, will (i) violate, plagiarize or infringe upon the rights of any third party, including copyright, trademark, privacy or publicity, moral rights, contract or other personal or proprietary rights; (ii) contain libelous or otherwise unlawful material; (iii) constitute false or misleading indications of origin or statements of fact; (iv) slander, libel or defame any person or entity; (v) cause injury of any kind to any person or entity; or (vi) violate any applicable laws, rules, regulations or other governmental regulations; and (b) that you are at least 18 years old. You hereby indemnify, defend and hold Wealthifylifestyle, its affiliates and the officers, directors, owners, agents, employees, shareholders, information providers, licensors and licensees (collectively, the “Indemnified Parties”) harmless from and against any and all causes of action, claims, liabilities and costs incurred by the Indemnified Parties in connection with any claim arising out of any breach by you or any other user of your account (whether or not such user has your permission) of the Subscriber Agreement or the foregoing representations, warranties and covenants, including, without limitation, reasonable attorneys’ fees. You shall cooperate as fully as reasonably required in the defense of any claim. Anderson reserves the right, at its own expense, to assume the exclusive defense and control of any matter otherwise subject to indemnification by you.
5.2 Wealthifylifestyle neither represents nor endorses the accuracy or reliability of any advice, opinion, statement or other information displayed, uploaded or distributed through the Wealthifylifestyle Subscription Site by any subscriber, information provider or any other person or entity. THE WEALTHIFYLIFESTYLE SUBSCRIPTION SITE, THE ACCESS SOFTWARE, IF ANY, (DEFINED HEREIN) AND ANY MATERIALS PROVIDED BY WEALTHIFYLIFESTYLE OR THIRD PARTIES THROUGH THE WEALTHIFYLIFESTYLE SUBSCRIPTION SITE ARE PROVIDED “AS IS.” WEALTHIFYLIFESTYLE MAKES NO WARRANTIES, EXPRESS OR IMPLIED, AS TO THE MERCHANTABILITY, FITNESS FOR A PARTICULAR USE OR PURPOSE, TITLE, NON-INFRINGEMENT OR ANY OTHER WARRANTY, CONDITION, GUARANTY, OR REPRESENTATION, WHETHER ORAL, IN WRITING OR IN ELECTRONIC FORM, INCLUDING BUT NOT LIMITED TO THE ACCURACY OR USEFULNESS OF ANY MATERIALS PROVIDED THROUGH THE WEALTHIFYLIFESTYLE SUBSCRIPTION SITE. WEALTHIFYLIFESTYLE SHALL NOT BE RESPONSIBLE TO YOU OR ANY THIRD PARTIES FOR ANY DIRECT OR INDIRECT, CONSEQUENTIAL, SPECIAL, PUNITIVE OR EXEMPLARY DAMAGE OR LOSS INCURRED IN CONNECTION WITH USE OF THE WEALTHIFYLIFESTYLE SUBSCRIPTION SITE, THE ACCESS SOFTWARE OR ANY OF THE MATERIALS PROVIDED BY WEALTHIFYLIFESTYLE OR THIRD PARTIES THROUGH THE WEALTHIFYLIFESTYLE SUBSCRIPTION SITE, OR ANY DAMAGE OR LOSS INTERRUPTIONS, DELETIONS OF FILES, ERRORS, DEFECTS, DELAYS IN PERFORMANCE OF THE SERVICE OR THE ACCESS SOFTWARE, REGARDLESS OF THE CLAIM AS TO THE NATURE OF THE CAUSE OF ACTION, EVEN IF WEALTHIFYLIFESTYLE HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGE OR LOSS.
5.3 You hereby acknowledge that your use of the Wealthifylifestyle Subscription Site is at your sole risk.
6.1 As part of the registration process, you will select a password and username (“wealyhifylifestyle ID”). You shall provide Wealthifylifestyle with accurate, complete and updated registration information. Failure to do so shall constitute a breach of this Subscriber Agreement, which may result in immediate termination of your account. You may not (i) select or use a screen name of another person with the intent to impersonate that person; (ii) use a name subject to the rights of any person other than yourself without authorization; or (iii) use a screen name that Wealthifylifestyle, in its sole discretion, deems offensive.
6.2 (a) You shall notify Wealthifylifestyle of any known or suspected unauthorized use(s) of your account, or any known or suspected breach of security, including loss, theft or unauthorized disclosure of your password or credit card information. (b) You shall be solely responsible for maintaining the confidentiality of your password.
6.3 You must be 18 years or older to subscribe to the Wealthifylifestyle Subscription Site.
6.4 You are responsible for all usage or activity on your account to the Wealthifylifestyle Subscription Site. Any fraudulent, abusive or otherwise illegal activity may be grounds for termination of your account, at Wealthifylifestyle’s sole discretion, and you may be referred to appropriate law enforcement agencies.
7.1 Wealthifylifestyle reserves the right at any time to charge fees or change the price for access to the Wealthifylifestyle Subscription Site. In the event that Wealthifylifestyle so elects, it shall post notice in the Legal Area. You shall pay all fees and charges incurred through your account at the rates in effect for the billing period in which such fees and charges are incurred, including, but not limited to charges for any products or services offered for sale through thWealthifylifestyle Subscription Site by Wealthifylifestyle or by any other vendor or service provider. All fees and charges shall be billed to and paid for by you. You will not receive access to any service until subscription fees have been received by Wealthifylifestyle. Subscription fees are not refundable in whole or in part, even in the event your account is terminated. In the event of termination, your account will remain active through the end of the subscription term. You shall pay all applicable taxes relating to use of the Wealthifylifestyle Subscription Site through your account. Your right to use the Wealthifylifestyle Subscription Site is subject to any limits established by Anderson in its sole discretion.
7.2 You understand that, unless otherwise specifically noted on the registration page at the time of your registration to the Wealthifylifestyle Subscription Site, your subscription will renew automatically at the end of your subscription period until you request a cancellation (See Section 9. Termination).
7.3 The Client understands that Company will commence work immediately on Client’s behalf for any entity filing service or related service. Client may cancel their Agreement at any time prior to midnight of the seventh (7) day after the date of the Agreement, after which time any right to refund shall cease. If Client desires to choose the name for any entity(ies) to be filed with any state included in this Agreement, Client agrees to return completed questionnaires with the desired name(s) within 45 days. Client acknowledges that names requested cannot be guaranteed as such names are maintained by the various states, wealth FP agrees to use its best efforts to obtain the name(s) requested by Client unless Client chooses not to return the questionnaires within 45 days, in which case Wealth FP, will choose the name of the filed entity(ies) and Client agrees to accept. In the event Client does not like the name(s) chosen, Client, at Client’s sole expense, may cause a change of name to be filed in the jurisdiction(s) where the entity(ies) was filed and Wealth FP, will complete any amended bylaws, operating agreement(s) or partnership agreement(s) for Client at no expense to Client. All Agreements are subject to approval by our home office.
7.4 Clients contracting Wealth FP, to perform services for Trust creation, tax packages, tax returns, bookkeeping, or other related services may cancel their Agreement for a full refund any time prior to midnight of the seventh (7) day after the date of the agreement. After the seventh day, the Client may receive a credit for future services with the Company if no work has been started on the services, at the discretion of the Company.
7.5 Clients who purchase tickets to an event with Wealth FP, have up to 3 days prior to the event to receive a refund. Anytime within 3 days prior to the event, no refunds will be provided. At the discretion of Company management, a credit to a future event may be given.
8.1 If any proprietary software and related documentation, or any enhancements or modifications thereto, are provided to you for access to the Wealthifylifestyle Subscription Site (“Access Software”), you shall have no rights to the provided Access Software. You may not sublicense, assign or transfer any licenses granted by Wealthifylifestyle and any attempt at such sublicense, assignment or transfer is void. You may not copy, distribute, modify, reverse, engineer or create derivative works from Access Software.
9.1 You may terminate your account at any time by requesting a cancellation by calling Wealthifylifestyle at 1-949-682-7428. You will retain access through the duration of their subscription term. You are responsible for all charges incurred up to the time the account is deactivated, whether or not such charges were actually incurred by you.
9.2 Wealthifylifestyle may, in its sole discretion, terminate or suspend your access to the Wealthifylifetsyle Subscription Site for any reason, including, without limitation, any breach by you of this Subscriber Agreement, or assignment of this Subscriber Agreement by you.
9.3 You acknowledge that site administrators have the right to terminate your membership without notice for any user who restricts, inhibits or disrupts the Wealthifylifestyle Subscription Site event or attempts to alter or improperly access any feature or function of the Wealthifylifestyle Subscription Site. Your subscription may also be subject to termination if you post or transmit any illegal content; harass or threaten any user of the Wealthifylifestyle Subscription Site o Wealthifylifety employee; post content (including the creation of usernames) that is offensive or otherwise disruptive of Anderson activities; post unsolicited advertising; or impersonate a Anderson employee or other individual.
10.1 This Subscriber Agreement has been made in and shall be construed and enforced in accordance with Washington law. Any action to enforce or in connection with this Subscriber Agreement shall be brought in the federal or state courts located in the Western District of Washington.
10.2 Official correspondence must be sent via postal mail to:
Attention: Wealthifylifestyle Site Manager
30 N Gould St 8048
Sheridan, WY 82201
10.3 You consent to the personal jurisdiction of Washington State and Federal Courts.
11.1 You hereby acknowledge that you have read and understand the foregoing Subscriber Agreement and agree to be bound by its terms and conditions.
Wealth FP, Business & Tax Advisors Terms and Conditions
The terms of Wealth FP Business Advisors’ Tax Packages are listed below and effective on the date of the agreement.
(a)WealthFP provides tax services for customers whereby the Client pays an up-front fee that can be used for tax prep, tax consulting, tax planning, bookkeeping, and/or audit protection.
(b) Upon selecting a tax package, below, the Client receives, amongst other things, “Units of Time” that may be used for Wealthifylifestyle’s various services. Units of Time are used when a bookkeeper, tax preparer, tax attorney, or CPA works on the Client’s account. Units of Time do not apply to (1) one yearly tax planning sessions that last up to one hour.
(c) Depending on the services requested, 1 hour of time ranges from 7 units to 20 units. The Client may purchase 100 additional Units of Time for $1,000. These units will not expire and can be applied towards bookkeeping, tax preparation, and tax consulting. Additionally, the Client may transfer remaining units to Wealthifylifestyle’s other services.
(d) An account review will automatically be conducted by Wealth FP’s tax professionals for Client’s account(s) on a quarterly basis. 7 units will be deducted quarterly if no units have been used in the previous 3 months for the review. Deductions will be applied April for January – March, July for April – June, Oct for July – September and January for October – December. If more than 7 units have been used in the quarter, no units will be automatically deducted.
(e) The Client may cancel the Agreement and receive a refund within thirty (30) days of the Effective Date, but any attempted cancellations after that period will be non-refundable. A credit may be provided for other services for unused time, based on the discretion of management.
Client’s agreement with Anderson will control the number of units actually provided, but the standard rates are listed below in the package descriptions.
Investor Tax Planning Package:
Professional Tax Planning Package:
Executive Tax Planning Package:
*Units of Time:
Last Revision: 03/01/18