Please read these Terms and Conditions carefully before using thecompasswg.com. By accessing our website, you agree to be bound by these terms.
1. Acceptance of Terms
By accessing and using thecompasswg.com, you accept these Terms and Conditions and our Privacy Policy. If you do not agree, please do not use our website.
2. Description of Services
The Compass Wealth Group provides accounting, bookkeeping, personal and corporate tax preparation, investment planning (401(k)s, IRAs, Roth IRAs), estate planning, wills, trusts, and payroll processing. Website content is for general informational purposes only and does not constitute professional advice.
3. No Professional Advice
Nothing on this website constitutes professional financial, tax, accounting, legal, or investment advice. A formal client relationship is only established through a written engagement agreement with The Compass Wealth Group.
4. SMS / Text Message Terms
By providing your phone number and opting in to SMS communications, you agree to receive text messages from The Compass Wealth Group including appointment reminders, service updates, financial tips, and promotional messages.
- Opt-in: SMS consent is obtained through our website forms or webinar registration.
- Message frequency: Up to 4 messages per month. Frequency may vary.
- Opt-out: Reply STOP at any time to unsubscribe. You will receive a confirmation and no further messages will be sent.
- Help: Reply HELP for assistance or contact us at heidi@thecompasswg.com.
- Costs: Message and data rates may apply.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted.
Carrier Liability Disclaimer: Mobile carriers are not liable for delayed or undelivered messages. The Compass Wealth Group is not responsible for any delays or failures in the receipt of any SMS messages as delivery is subject to effective transmission by your mobile carrier. SMS message services are provided on an "as is" basis and we make no warranty, express or implied, and all such warranties are hereby disclaimed, including all implied warranties of merchantability, fitness for a particular purpose, and non-infringement.
5. Email Marketing Terms
By providing your email address and consenting to communications, you agree to receive newsletters and promotional emails from The Compass Wealth Group. You may unsubscribe at any time via the unsubscribe link in any email or by contacting us directly. We honor all unsubscribe requests promptly.
6. Opt-In Consent
By submitting any form on our website, you confirm that:
- You are at least 18 years of age
- You are the owner or authorized user of the phone number or email address provided
- You consent to receive communications from The Compass Wealth Group at the contact information provided
- You understand you may opt out at any time
7. Intellectual Property
All content on this website including text, graphics, logos, and images is the property of The Compass Wealth Group and protected by copyright and trademark laws. You may not reproduce or distribute any content without our express written permission.
8. Acceptable Use
You agree to use this website only for lawful purposes. You may not transmit harmful content, attempt unauthorized access, or violate any applicable federal, state, or local laws.
9. Contact Form
Submitting our contact form does not create a client relationship or any obligation on our part to provide services.
10. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the content or privacy practices of those sites.
11. Disclaimer of Warranties
This website is provided "as is" without warranties of any kind. We do not warrant that the website will be uninterrupted, error-free, or free of harmful components.
12. Limitation of Liability
To the fullest extent permitted by law, The Compass Wealth Group shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of this website.
13. Indemnification
You agree to indemnify and hold harmless The Compass Wealth Group, its officers, employees, and agents from any claims, damages, or expenses arising from your use of this website or violation of these Terms.
14. Governing Law
These Terms are governed by the laws of the State of Indiana. Disputes shall be subject to the exclusive jurisdiction of the courts in Lake County, Indiana.
15. Changes to These Terms
We may modify these Terms at any time. Continued use of the website after changes constitutes your acceptance of the updated terms.
16. Contact Us
Email: heidi@thecompasswg.com | Phone: (219) 408-8816 | 9800 Connecticut Dr, Crown Point, IN 46307