Terms of Service

Welcome to Grow With Abi. By accessing or using our website and services, you agree to be bound by these Terms of Service. Please read them carefully before using our services.

Agreement to Terms

By accessing our website at https://growwithabi.com or engaging our financial advisory and tax services, you agree to comply with and be bound by these Terms of Service, all applicable laws, and regulations. If you do not agree with any part of these terms, you must not use our website or services.

We reserve the right to modify these terms at any time. Continued use of our services after changes are posted constitutes your acceptance of the revised terms.

Services Description

Grow With Abi provides financial advisory, tax preparation, tax planning, retirement planning, wealth management, and related financial services. Our services include, but are not limited to:

• Financial planning and investment advisory services for individuals, federal employees, and retirees.
• Tax preparation, planning, and resolution services for individuals and businesses.
• Retirement account management, including TSP rollovers, 401(k) and 403(b) conversions, and Roth IRA strategies.
• Estate planning, life insurance, and legacy planning services.
• Educational content and resources provided through our website and communications.

The specific scope of services provided to you will be outlined in a separate client agreement or engagement letter.

Financial Disclaimer

The information provided on this website and through our services is for general informational purposes and does not constitute specific financial, tax, legal, or investment advice tailored to your individual circumstances.

While we strive to provide accurate and up-to-date information, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, or suitability of the information presented.

• Past performance is not indicative of future results. Investments involve risk, including the potential loss of principal.
• Tax laws and regulations are subject to change and may vary by jurisdiction. You should consult with a qualified tax professional regarding your specific situation.
• Insurance products and annuities are subject to the claims-paying ability of the issuing insurance company.
• Any projections, estimates, or forward-looking statements presented are hypothetical and are not guaranteed.

Client Responsibilities

As a client, you agree to:

• Provide accurate, complete, and timely information necessary for us to perform our services.
• Promptly notify us of any changes in your financial situation, goals, or contact information.
• Review all documents, reports, and recommendations we provide and ask questions if anything is unclear.
• Make your own informed decisions regarding your finances, understanding that all final decisions rest with you.

Intellectual Property

All content on this website, including text, graphics, logos, images, and software, is the property of Grow With Abi or its content suppliers and is protected by United States and international intellectual property laws. You may not reproduce, distribute, modify, or create derivative works from any content without our prior written consent.

Limitation of Liability

To the fullest extent permitted by applicable law, Grow With Abi, its officers, directors, employees, and agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, data, or other intangible losses, resulting from:

• Your use or inability to use our services or website.
• Any unauthorized access to or alteration of your transmissions or data.
• Any statements or conduct of any third party on our platform.
• Market fluctuations, changes in tax law, or other factors beyond our reasonable control that may affect the value of your investments or financial outcomes.

Our total liability to you for any claim arising from or related to our services shall not exceed the total fees paid by you to us in the twelve (12) months preceding the claim.

Governing Law

These Terms of Service shall be governed by and construed in accordance with the laws of the State of Maryland, without regard to its conflict of law provisions. Any legal action or proceeding arising under these terms shall be brought exclusively in the federal or state courts located in Maryland, and you consent to the personal jurisdiction of such courts.

Severability

If any provision of these Terms of Service is found to be invalid or unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.

Contact Information

If you have any questions about these Terms of Service, please contact us: