Terms & Conditions

1. Agreement to Use of Website and Services

By accessing and using the Pfister Financial Services website, you agree to be bound by these Terms of Service. If you do not agree with any part of these terms, please do not use the Site.

Pfister Financial Services (“we,” “us,” or “our”) provides financial education, advisory content, and services for business owners and individuals. All content is intended for informational purposes only and should not be construed as personalized financial, tax, or legal advice.

2. Intellectual Property and Acceptable Use

All content on this Site, including text, images, videos, logos, and downloadable materials, is the property of Pfister Financial Services or its content providers and is protected by copyright and trademark law.

You may view, download, and print content for personal, non-commercial use only. You may not modify, republish, distribute, or exploit any material without express written consent.

3. Consent to Communications

By submitting your contact information or engaging with Pfister Financial Services, you consent to receive communications from us via:

Email (marketing, updates, educational content)

Phone

SMS/text messages (appointment reminders, service updates, promotions, and two-way conversations)

SMS Compliance Notice:

By providing your mobile number, you consent to receive text messages from Pfister Financial Services.

Consent is not a condition of purchase.

Message and data rates may apply.

You may opt out at any time by replying STOP to any SMS or clicking “unsubscribe” in email communications.

4. Disclaimers and Product Recommendations

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

5. Limitations of Liability and Disclaimers

You agree that use of our Site and services is at your own risk. Pfister Financial Services shall not be liable for any damages—direct or indirect—arising from your use of the Site, its content, or affiliated services.

We do not guarantee specific results from any financial strategy, nor do we warrant that the Site will be uninterrupted, error-free, or fully secure. Financial strategies discussed on the Site are illustrative and not guaranteed.

6. Governing Law

These Terms shall be governed and interpreted in accordance with the laws of the State of [Your State], without regard to its conflict of law provisions.

7. Changes to Terms

We reserve the right to modify these Terms at any time. Changes will be posted on this page with an updated effective date. Continued use of the Site signifies your acceptance of any updates.

8. Contact Us

Questions or concerns? Please contact us at:

Email: [email protected]

Phone: (614) 802-3200

Last Updated: September 24, 2025