Welcome to Safe Retirement with Daniel ("we", "our", or "us"). By accessing or using our website at https://saferetirementwithdaniel.com
(the "Site") and any services we offer through it, you agree to be bound by these Terms of Service. Please read them carefully.
Safe Retirement with Daniel offers retirement planning, estate review coordination, insurance education, and fixed indexed annuity and Medicare consultation services. We may also provide introductions to licensed legal and financial professionals for trust creation and estate planning needs.
You must be at least 18 years old and reside in the United States to use our services. By using this Site, you represent and warrant that you meet these requirements.
Information provided through this Site is for educational and informational purposes only and should not be construed as legal, tax, or investment advice. Any financial or estate planning decisions should be made in consultation with licensed professionals.
We are not attorneys. Any legal documents or services are fulfilled through our third-party legal partners, who operate independently.
Please review our Privacy Policy to understand how we collect, use, and protect your personal information. By using our Site, you consent to our use of your data in accordance with our Privacy Policy.
Booking a consultation does not create an advisor-client relationship. All recommendations are general and may not apply to your specific financial situation unless a formal engagement is established.
We reserve the right to cancel or reschedule any appointment at our sole discretion.
We may refer you to or provide links to third-party services, including legal or insurance providers. We do not control or endorse these services and are not responsible for their content, terms, or practices.
Any discounts or promotions (such as "$300 off a revocable living trust") are provided through our partners and are subject to their terms and conditions.
All content on this Site, including logos, text, graphics, and other materials, is owned or licensed by Safe Retirement with Daniel. You may not reproduce or distribute any materials without prior written permission.
To the fullest extent permitted by law, we are not liable for any indirect, incidental, or consequential damages resulting from your use of this Site or our services.
We reserve the right to update or modify these Terms at any time without prior notice. Your continued use of the Site after any changes constitutes acceptance of the updated Terms.
These Terms are governed by the laws of the State of California, without regard to its conflict of laws principles.
11. SMS Disclosure for Safe Retirement with Daniel
By opting in, you agree to receive important updates, reminders, and educational messages related to retirement planning, fixed indexed annuities, estate strategies, and income protection from Safe Retirement with Daniel.
You can cancel the SMS service at any time by texting
STOP to our shortcode. Once we receive your STOP request, you’ll get a confirmation message, and you will no longer receive text messages from us. To resubscribe, simply sign up again.
If you experience any issues, reply with HELP for more assistance, or contact us directly at [email protected].
Please note:
Message and data rates may apply.
Message frequency will vary.
Carriers are not responsible for delayed or undelivered messages.
For details about how we handle your information, please review our Privacy Policy.
If you have any questions about these Terms, please contact:
Safe Retirement with Daniel
Email: