Avoid Costly Financial Mistakes

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Privacy Policy

Effective Date: January 1, 2026

Information We Collect

We collect information you provide directly to us, such as when you contact us through our website, request consultations, or use our services. This may include your name, email address, phone number, and financial information relevant to our advisory services.

How We Use Your Information

We use the information we collect to provide, maintain, and improve our financial advisory services, communicate with you, and comply with legal obligations. We may also use your information to send you updates about our services and financial education materials.

Information Sharing

We do not sell, trade, or otherwise transfer your personal information to third parties without your consent, except as described in this policy or as required by law. We may share information with service providers who assist us in operating our business.

Data Security

We implement appropriate security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet is 100% secure.

Your Rights

You have the right to access, update, or delete your personal information. You may also opt out of receiving marketing communications from us at any time.

Contact Us

If you have questions about this Privacy Policy, please contact us at [email protected].

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Terms of Service

Effective Date: January 1, 2026

Acceptance of Terms

By accessing and using our website and services, you accept and agree to be bound by the terms and provision of this agreement.

Services Description

Common Financial Mistakes provides financial advisory services, including investment guidance, retirement planning, debt management, and financial education. Our services are for informational and educational purposes.

Client Responsibilities

Clients are responsible for providing accurate and complete information, making their own investment decisions, and understanding that all investments carry risk. You acknowledge that past performance does not guarantee future results.

Limitation of Liability

Our liability is limited to the fees paid for our services. We are not liable for any indirect, incidental, or consequential damages arising from the use of our services or website.

Professional Standards

Our advisors adhere to professional standards and regulations governing financial advisory services. However, our advice should not be considered as guarantees of investment performance.

Termination

Either party may terminate our advisory relationship at any time with written notice. Upon termination, you remain responsible for any outstanding fees.

Governing Law

These terms are governed by the laws of California, United States.

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Disclaimer

Investment Advisory Disclaimer

The information provided by Common Financial Mistakes is for educational and informational purposes only and should not be considered as personalized investment advice without a formal advisory relationship.

Risk Warning

All investments involve risk, including the potential loss of principal. Past performance does not guarantee future results. The value of investments and the income from them can go down as well as up.

No Guarantees

We make no representations or warranties regarding the accuracy, completeness, or timeliness of any information provided. Investment outcomes cannot be guaranteed, and individual results may vary significantly.

Professional Advice

Before making any financial decisions, you should consult with qualified financial, tax, and legal professionals. Our general information should not replace personalized professional advice.

Regulatory Compliance

Common Financial Mistakes operates in compliance with applicable securities regulations. Our advisors are licensed professionals, but licensing does not guarantee investment success.

Third-Party Information

We may reference third-party sources and websites. We are not responsible for the accuracy or content of external sources and do not endorse any third-party products or services.

Limitation of Liability

Common Financial Mistakes, its employees, and affiliates shall not be liable for any losses or damages arising from the use of information provided or investment decisions made based on our guidance.