Terms and Conditions

 

Last Updated: June 3, 2025

Welcome to P2Retire. By accessing or using our website (p2retire.com) or services, you agree to be bound by the following Terms and Conditions. Please read them carefully.

1. Services

P2Retire provides retirement planning and advisory services, including 403b investment options, through our State Licensed Retirement Specialist and District-approved 403b investment representative. All services are subject to applicable state and federal regulations.

2. Eligibility

Our services are available to individuals who are at least 18 years old and reside in states where we are licensed to operate. By using our services, you represent that you meet these eligibility requirements.

3. Client Responsibilities

You agree to provide accurate and complete information when engaging with our services. P2Retire is not responsible for losses or damages resulting from inaccurate or incomplete information provided by clients.

4. Financial Advice

Our advice is based on the information you provide and general market conditions. Past performance is not indicative of future results. P2Retire does not guarantee the outcome of any investment or planning strategy.

5. Limitation of Liability

P2Retire, its affiliates, and representatives shall not be liable for any indirect, incidental, or consequential damages arising from the use of our services or website.

6. Changes to Terms

We reserve the right to modify these Terms and Conditions at any time. Changes will be effective upon posting to the website. Your continued use of our services constitutes acceptance of the updated terms.

7. Contact

For questions about these Terms and Conditions, please contact us at info@p2retire.com or (555) 123-4567.