Terms of Use

Effective date: October 19, 2026

These Terms of Use (“Terms”) govern your use of this website, operated by Highline Wealth Planning (“Highline,” “we,” “us,” or “our”), based in Orem, Utah. By using this website, you agree to these Terms.

Informational Use Only

The content on this website is provided for general informational purposes only. It does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security, investment product, or strategy.

Not Investment, Tax, or Legal Advice

Nothing on this website, and nothing communicated through the website chat or text messages, should be construed as individualized investment, tax, or legal advice. Any advice is provided only after an engagement is established and your individual circumstances are reviewed. All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

SMS Terms & Conditions

Program description: Highline Wealth Planning may send text messages regarding inquiries, appointment scheduling, and marketing/promotional updates to users who opt in via our website chat widget.

• Message frequency varies.
• Message and data rates may apply.
• Reply STOP to unsubscribe at any time. Reply HELP for help.
• Carriers are not liable for delayed or undelivered messages.
• Consent to receive text messages is not a condition of any purchase or service.

For information on how we handle your mobile number and other personal information, see our Privacy Policy.

Intellectual Property

The content, logos, and design of this website are the property of Highline Wealth Planning and may not be copied or reused without our written permission.

Third-Party Services and Links

This website uses third-party services, such as the chat widget, and may link to other websites. We are not responsible for the content or practices of third-party services or websites.

Disclaimer and Limitation of Liability

This website is provided “as is” without warranties of any kind. To the fullest extent permitted by law, Highline Wealth Planning is not liable for any damages arising from your use of, or inability to use, this website or its content.

Governing Law

These Terms are governed by the laws of the State of Utah, without regard to its conflict-of-law rules.

Changes to These Terms

We may update these Terms from time to time. Updated Terms take effect when posted on this page.

Contact

Questions about these Terms can be sent to: