These Website Terms of Use (“Terms”) govern your access to and use of this website (the “Site”), which is operated by Benevolent Planning Inc., doing business as WealthAdvisor365 (“Benevolent Planning,” “we,” “us,” or “our”).
Last updated: September 27, 2026 (Effective September 27, 2026)
By accessing or using the Site, you agree to these Terms. If you do not agree, do not use the Site.
The Site is provided for general informational and educational purposes. Site content does not constitute personalized investment advice, financial planning advice, tax advice, accounting advice, legal advice, or a recommendation to buy, sell, or hold any security or adopt any investment strategy.
Site content does not consider your individual financial circumstances, objectives, risk tolerance, tax situation, or other needs. You should consult qualified professionals before making financial, investment, tax, accounting, or legal decisions.
Accessing the Site, submitting information, scheduling a meeting, requesting information, or communicating with us through the Site does not create an investment advisory, fiduciary, client, tax-preparation, or other professional relationship.
An advisory relationship with Benevolent Planning begins only after Benevolent Planning and the client execute a written advisory agreement. Tax preparation services offered through Tampa Tax Consulting are separate from Benevolent Planning’s advisory services and require a separate engagement.
Benevolent Planning is registered as an investment adviser with the State of Florida through the Florida Office of Financial Regulation. Registration does not imply a particular level of skill or training and does not constitute an endorsement by any regulator.
Benevolent Planning offers advisory services only in jurisdictions where it is properly registered, notice-filed, or exempt from registration or notice-filing requirements. Nothing on the Site is an offer or solicitation to provide advisory services in a jurisdiction where Benevolent Planning is not permitted to do so.
The Site is intended for users located in the United States.
Investing involves risk, including possible loss of principal. No investment strategy, financial plan, asset allocation, or planning approach can guarantee a profit, prevent a loss, or achieve a particular result. Past performance does not guarantee future results.
We seek to present information that is accurate when published, but we do not warrant that Site content is accurate, complete, current, or suitable for any particular purpose. Laws, regulations, tax rules, market conditions, and other information may change without notice.
Any opinions, estimates, forecasts, projections, or forward-looking statements reflect judgments as of the date stated and are subject to change. We have no obligation to update Site content except as required by applicable law.
Information submitted through Site forms, scheduling tools, or email is handled as described in our Website Privacy Policy. Internet and email communications may not be secure. Do not transmit Social Security numbers, account credentials, tax documents, complete account numbers, or other highly sensitive information through a general website form or ordinary email.
We do not guarantee that a message or submission has been received, reviewed, or acted upon until we confirm it. Do not use the Site or email to place trade instructions, request disbursements, change account information, or communicate an urgent matter.
By opting in, you agree to receive text messages from Benevolent Planning Inc. DBA WealthAdvisor365 about services you have requested or receive, including meeting confirmations and reminders, document requests, and service follow-ups. Consent is not a condition of any service.
Message frequency varies. Message and data rates may apply. Reply STOP to cancel at any time. Reply HELP for help, or call (561) 475-2490. Carriers are not liable for delayed or undelivered messages.
Do not use text messages to send Social Security numbers, account numbers, or credentials, or for trade instructions, disbursement requests, or urgent matters. See our Website Privacy Policy for how we handle mobile information.
If the Site displays a testimonial, endorsement, third-party rating, ranking, or award, the applicable disclosures presented with that item are part of the presentation and should be reviewed carefully. Individual experiences and third-party assessments are not guarantees of future performance or the experience of any other client.
If the Site presents investment performance, hypothetical results, projections, illustrations, back-tested results, model results, or outputs from a calculator or planning tool, the disclosures accompanying that presentation are part of the presentation and should be reviewed carefully.
Hypothetical, projected, illustrative, and back-tested results have inherent limitations, do not represent actual client results unless expressly stated, and are not guarantees of future results. Actual results may differ materially.
The Site may contain information supplied by third parties, links to third-party websites, or embedded third-party services. We do not control and are not responsible for the availability, accuracy, security, products, services, content, or privacy practices of third parties.
A link or reference does not necessarily constitute an endorsement. Your use of a third-party website or service is governed by that third party’s terms and policies.
The Site and its content, including text, graphics, logos, trademarks, design elements, and other materials, are owned by or licensed to Benevolent Planning and are protected by applicable intellectual property laws.
You may view, download, or print Site content solely for your personal, noncommercial use. You may not copy, modify, reproduce, republish, distribute, display, transmit, sell, license, create derivative works from, or commercially exploit Site content without our prior written permission.
You agree not to:
We seek to make the Site usable by a broad range of visitors, including individuals with disabilities. If you experience difficulty accessing Site content, contact us using the information below so that we can assist you.
We may modify, suspend, restrict, or discontinue the Site or any feature at any time. We do not guarantee that the Site will always be available, secure, uninterrupted, or free of errors.
To the fullest extent permitted by law, the Site and its content are provided “as is” and “as available,” without warranties of any kind, whether express, implied, or statutory, including warranties of merchantability, fitness for a particular purpose, title, non-infringement, accuracy, or uninterrupted availability.
To the fullest extent permitted by law, Benevolent Planning and its officers, employees, agents, and service providers will not be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages arising from or related to your use of, inability to use, or reliance on the Site or its content.
This limitation does not apply to liability arising from fraud, willful misconduct, or a duty that cannot lawfully be limited or waived. Nothing in these Terms limits or waives any right or remedy available under applicable federal or state securities laws.
To the fullest extent permitted by law, you agree to indemnify and hold harmless Benevolent Planning and its officers, employees, and agents from claims, liabilities, losses, and expenses arising from your unlawful use of the Site, violation of these Terms, or infringement of another party’s rights.
These Terms are governed by the laws of the State of Florida, without regard to conflict-of-laws principles. Any dispute concerning the Site or these Terms is subject to applicable law and any non-waivable rights or remedies available under federal or state securities laws.
If any provision of these Terms is held invalid or unenforceable, that provision will be enforced to the maximum extent permitted, and the remaining provisions will remain in effect.
We may revise these Terms from time to time. The “Last Updated” date reflects the most recent revision. Revised Terms become effective when posted unless a different effective date is stated. Your continued use of the Site after revised Terms are posted constitutes acceptance of those Terms.
Chief Compliance Officer
Benevolent Planning Inc. DBA WealthAdvisor365
West Palm Beach, FL 33401
(561) 475-2490
[email protected]