Terms & Conditions

Welcome to Wealth Plan Direct. By accessing or using our website, you agree to comply with and be bound by the following terms and conditions. Please read them carefully before using our services.

1. Acceptance of Terms

By visiting our site or using any of our services, you accept these terms in full. If you disagree with any part of these terms, you must not use our website or services.

2. Services Offered

Wealth Plan Direct provides users with financial information, loan-related guidance, insurance options, investment support, and digital payment tools. These services are subject to availability and may change at any time without prior notice.

3. Eligibility

Our services are intended for individuals who are 18 years or older and legally capable of entering into binding agreements. By using our site, you represent and warrant that you meet these criteria.

4. User Responsibilities

Users agree to:

5. Intellectual Property

All content on this website—including text, graphics, logos, and designs—is the property of Wealth Plan Direct or its licensors and is protected under applicable intellectual property laws. Unauthorized use, reproduction, or distribution is prohibited.

6. Third-Party Links

Our website may contain links to third-party websites. These links are provided for your convenience, and we do not endorse or assume responsibility for the content, policies, or practices of any third-party sites.

7. Disclaimer of Warranties

Wealth Plan Direct provides its services “as is” and makes no warranties, expressed or implied, regarding the accuracy, reliability, or availability of the information and services on the site.

8. Limitation of Liability

To the fullest extent permitted by law, Wealth Plan Direct shall not be liable for any indirect, incidental, or consequential damages resulting from your use of the website or reliance on its content.

9. Termination

We reserve the right to suspend or terminate your access to our services at any time without notice if we believe you have violated these Terms and Conditions or engaged in unlawful or harmful activity.

10. Changes to Terms

We may revise these Terms and Conditions at any time without prior notice. Continued use of our website after changes are made constitutes acceptance of the revised terms.

11. Governing Law

These Terms and Conditions are governed by the laws of the State of New York, USA. Any legal disputes shall be resolved in the appropriate courts located in Hudson, NY.

12. Contact Information

If you have any questions about these Terms and Conditions, please contact us:

Email: contact@wealthplandirect.com

Phone: +1 518 851 5194

Address: 2219 County Rte 27, Hudson, NY 12534, USA