Agreement to these terms
These Terms of Service (“Terms”) govern your use of the Klyman Financial website at klymanfinancial.com (the “Site”). By visiting or using the Site, you agree to these Terms. If you do not agree with them, please do not use the Site.
About the Site and its content
The Site is provided for general informational purposes. Klyman Financial offers advisory services as a DBA of ThePARTNERS Wealth Management, an SEC-registered investment adviser, and works with Simplicity Investments (Member FINRA/SIPC) for securities.
Nothing on the Site is investment, legal, tax, or accounting advice, and nothing here is an offer or solicitation to buy or sell any security or to enter into any particular transaction. The information is not tailored to your individual circumstances. Before acting on anything you read here, talk with us or with a qualified professional about your own situation. Registration with the SEC does not imply any particular level of skill or training.
Who may use the Site
Our services are intended for residents of the United States in the states where we are registered or otherwise permitted to do business. By using the Site you confirm that you are at least 18 years old and able to enter into a binding agreement. Any follow-up communication with a prospective client will be made by a representative who is registered, or qualifies for an exemption from registration, in the state where that person resides.
Acceptable use
When you use the Site, you agree not to:
- use it for any unlawful purpose or in violation of these Terms;
- attempt to gain unauthorized access to any part of the Site, its servers, or related systems;
- interfere with or disrupt the Site or its security features;
- upload or transmit viruses, malware, or other harmful code;
- scrape, harvest, or collect information about other users; or
- copy, reproduce, or redistribute Site content except as allowed below.
Scheduling tools and client access
The Site may let you schedule a meeting or, for existing clients, log in to a dashboard or portal. You are responsible for the accuracy of the information you submit and for keeping any login credentials confidential. Let us know promptly if you believe your account has been accessed without your permission.
Intellectual property
The content on the Site — including text, graphics, logos, and the Klyman Financial name and marks — belongs to Klyman Financial or its licensors and is protected by intellectual property laws. You may view and print pages for your own personal, non-commercial use. You may not otherwise reproduce, distribute, or create derivative works from our content without our written permission.
Third-party links
The Site links to websites and resources operated by others, such as FINRA, SIPC, BrokerCheck, and regulatory disclosure documents. We provide these links for convenience and do not control or endorse those sites. We are not responsible for their content, accuracy, or practices.
Disclaimers
The Site and its content are provided “as is” and “as available,” without warranties of any kind, whether express or implied. We do not warrant that the Site will be uninterrupted, error-free, or secure, or that the information on it is complete, accurate, or current.
All investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results, and no strategy can guarantee a profit or protect against loss. Certain information on the Site comes from sources we believe to be reliable, but we do not guarantee its accuracy or completeness.
Limitation of liability
To the fullest extent permitted by law, Klyman Financial and its representatives will not be liable for any indirect, incidental, special, or consequential damages arising out of your use of, or inability to use, the Site or anything you obtain from it.
Indemnification
You agree to defend, indemnify, and hold harmless Klyman Financial and its representatives from any claims, losses, or expenses (including reasonable attorneys’ fees) arising out of your misuse of the Site or your violation of these Terms.
Privacy
Your use of the Site is also governed by our Privacy Policy, which explains how we handle information collected through the Site.
Regulatory information
Securities are offered through Simplicity Investments, Member FINRA/SIPC, 475 Springfield Ave, Summit, NJ 07901, (303) 797-9080. Klyman Financial is not affiliated with Simplicity Investments. Advisory services are offered through Klyman Financial, a DBA of ThePARTNERS Wealth Management, an SEC-registered investment adviser. You can check the background of financial professionals on FINRA’s BrokerCheck. Additional disclosures are available through the links in the footer of this Site.
Changes to these terms
We may update these Terms from time to time. When we do, we will revise the “Last updated” date above. Your continued use of the Site after changes take effect means you accept the revised Terms.
Governing law
These Terms are governed by the laws of the State of New York, without regard to its conflict-of-laws rules. Any dispute relating to the Site or these Terms will be handled in the state or federal courts located in New York.
Contact us
If you have questions about these Terms, please reach out:
Klyman Financial
675 Third Avenue, Suite 920
New York, NY 10017
Phone: 833-347-5267
Email: info@klymanfinancial.com