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Terms of Engagement & Advisory Disclosures

Effective Date: January 1, 2026

1. General Educational Disclaimer

Information presented on this website (including articles, blogs, calculators, and service overviews) is provided for general informational and educational purposes only. Nothing on this website constitutes personalized investment, tax, legal, accounting, or insurance advice.

2. No Guarantee of Performance

Mutual funds, securities, and financial instruments are subject to capital market fluctuations and credit risks. Past performance figures discussed in educational materials do not guarantee future returns. SALLET does not warrant or guarantee any specific investment outcome.

3. Formal Advisory Relationship

Visiting this website or submitting an initial inquiry does not constitute a formal advisory relationship. A fiduciary advisory engagement is established solely upon the mutual execution of a formal written Advisory Services Agreement.

4. Intellectual Property

All website designs, trademarks, logos, content, and proprietary consulting frameworks are the exclusive intellectual property of SALLET Financial Advisory Group. Unauthorized reproduction or dissemination is strictly prohibited.