By accessing or using the RothRoadmap website at rothroadmap.org (the "Site") and any related services, you agree to be bound by these Terms & Conditions ("Terms"). If you do not agree, do not use the Site.
RothRoadmap provides educational tools and personalized Roth IRA conversion analysis through our online assessment. Our services are informational in nature and do not constitute financial, tax, or legal advice. Always consult a qualified professional before making financial decisions.
To receive your personalized conversion roadmap, you must provide accurate and complete information, including your name, email address, and mobile phone number. By submitting this information, you represent that:
By providing your contact information and checking the consent box during registration, you expressly consent to receive communications from RothRoadmap through the following channels, which may utilize artificial intelligence (AI) technology:
You consent to receive emails, including AI-composed or AI-personalized messages, regarding your assessment results, educational content, service updates, and promotional materials. You may unsubscribe from marketing emails at any time using the "unsubscribe" link in any email.
You consent to receive recurring SMS/text messages from RothRoadmap at the mobile phone number you provided, including messages sent via automated technology and/or AI systems. Messages may include:
Message frequency varies. Message and data rates may apply.
You may opt out at any time by texting STOP to any message received from us. Text HELP for assistance. Your consent to receive text messages is not a condition of any purchase.
You consent to receive telephone calls from RothRoadmap, including calls that utilize AI-generated or AI-assisted voice technology and/or automated dialing systems. These calls may be used for:
AI voice calls will be identified as such where required by applicable law. You may revoke consent for voice calls at any time by contacting us or following the opt-out instructions provided during any call.
RothRoadmap uses AI technology to enhance and personalize communications across email, SMS, and voice channels. AI may be used to generate, compose, personalize, or optimize the content and timing of messages you receive. You acknowledge and consent to this use of AI in our communications with you.
By providing your phone number and checking the consent box, you provide your express written consent under the Telephone Consumer Protection Act (TCPA) and applicable state laws to receive calls and text messages from RothRoadmap, including those made using automated dialing systems, AI-assisted technology, and/or prerecorded/artificial voice messages. This consent applies to the phone number(s) you provide, including if such number is on a state or federal Do-Not-Call list.
You understand that:
The information provided by RothRoadmap is for educational and informational purposes only. It does not constitute investment advice, tax advice, financial planning, or any other form of professional advice. We are not a registered investment advisor, broker-dealer, or tax professional. Results from our assessment are estimates based on the information you provide and general assumptions. Always consult qualified professionals before making financial decisions.
All content on the Site, including text, graphics, logos, and software, is the property of RothRoadmap and is protected by copyright and intellectual property laws. You may not reproduce, distribute, or create derivative works without our prior written consent.
To the fullest extent permitted by law, RothRoadmap shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of the Site or services. Our total liability shall not exceed the amount you paid us, if any, in the twelve (12) months preceding the claim.
You agree to indemnify and hold harmless RothRoadmap, its officers, directors, employees, and agents from any claims, damages, losses, or expenses arising from your use of the Site or violation of these Terms.
These Terms shall be governed by and construed in accordance with the laws of the United States and the state in which RothRoadmap operates, without regard to conflict of law principles.
We reserve the right to modify these Terms at any time. Changes will be effective immediately upon posting to the Site. Your continued use constitutes acceptance of the revised Terms.
If you have questions about these Terms & Conditions, contact us at:
RothRoadmap (a service of ProVision Brokerage, LLC)
Email: support@rothroadmap.org
Website: rothroadmap.org