Terms & Conditions
Terms & Conditions
Effective Date: May 7, 2026
Welcome to Wedemier Financial. By accessing or using this website, you agree to the following Terms & Conditions. If you do not agree with these terms, please do not use this website.
These Terms & Conditions govern your use of the website and any information, content, services, consultations, forms, applications, or communications provided through the site.
1. Company Overview
Wedemier Financial provides strategic wealth coordination and advisory services for business owners and high-net-worth individuals. Services may include discussions related to:
Private Placement Life Insurance (PPLI)
Premium financing strategies
Tax-aware wealth structuring
Estate planning coordination
Capital efficiency strategies
Asset protection coordination
Business and financial strategy
Wedemier Financial acts as a strategic advisor and coordinator. Legal, tax, investment, and insurance implementation services may be provided by appropriately licensed professionals, including attorneys, CPAs, registered investment advisors, and insurance professionals.
2. No Legal, Tax, or Investment Advice
The content provided on this website is for informational and educational purposes only and should not be construed as:
Legal advice
Tax advice
Investment advice
Accounting advice
Financial planning advice
Securities recommendations
You should consult your own attorney, CPA, registered investment advisor, or other licensed professional before making any financial, legal, tax, insurance, or investment decisions.
No attorney-client, fiduciary, or advisory relationship is created solely by your use of this website.
3. Insurance Licensing Disclosure
Wedemier Financial may discuss life insurance-related strategies, including Private Placement Life Insurance and premium financing concepts. Any insurance products referenced are offered only where properly licensed and where legally permitted.
Nothing on this website constitutes an offer to sell insurance or financial products in jurisdictions where such offers are not authorized.
4. No Guarantees or Promises
Wedemier Financial makes no guarantees regarding:
Financial outcomes
Tax savings
Investment performance
Insurance approval
Financing approval
Wealth growth
Business results
Legal protection outcomes
Every client situation is unique, and results depend on many factors outside of our control.
Past results, examples, case studies, or hypothetical illustrations do not guarantee future results.
5. Client Qualification
Wedemier Financial reserves the right to:
Decline consultations
Refuse service
Limit access to offerings
Reject applications
Determine eligibility for strategy sessions or services at its sole discretion
Submission of an application or scheduling request does not guarantee acceptance as a client.
6. Intellectual Property
All content on this website, including but not limited to:
Text
Branding
Logos
Graphics
Frameworks
Videos
Downloads
Written materials
Funnel copy
Strategy concepts
is the property of Wedemier Financial unless otherwise stated and is protected by applicable intellectual property laws.
You may not reproduce, republish, distribute, modify, or exploit website content without prior written permission.
7. Website Use
You agree not to:
Use the website for unlawful purposes
Attempt unauthorized access to systems or data
Interfere with website functionality
Copy or scrape content
Submit false or misleading information
Use automated systems to abuse forms or scheduling systems
Wedemier Financial reserves the right to restrict or terminate access to the website at any time.
This website may use third-party services and platforms, including but not limited to:
8. Third-Party Providers & Links
Wedemier Financial is not responsible for:
Third-party content
External websites
Professional advice from third parties
Security practices of external platforms
Services provided by attorneys, CPAs, lenders, or other professionals
Your use of third-party services is at your own risk.
9. Communications Consent
By submitting a form, scheduling a consultation, or contacting Wedemier Financial, you consent to receive communications including:
Email
Phone calls
SMS/text messages
Automated reminders
Appointment confirmations
Marketing communications
You may opt out of marketing communications at any time by following unsubscribe instructions or replying STOP to SMS messages where applicable.
Message and data rates may apply.
10. Confidentiality
Wedemier Financial takes reasonable measures to protect submitted information. However, no internet transmission or electronic storage system can be guaranteed to be completely secure.
Do not submit highly sensitive personal information through website forms unless specifically requested through secure channels.
11. Limitation of Liability
To the fullest extent permitted by law, Wedemier Financial shall not be liable for any direct, indirect, incidental, consequential, special, or punitive damages arising from:
Use of this website
Reliance on website content
Financial decisions made by users
Third-party professional services
Technology interruptions
Errors or omissions
Your use of the website is at your own risk.
12. Indemnification
You agree to indemnify and hold harmless Wedemier Financial and its owners, affiliates, contractors, employees, and partners from any claims, damages, liabilities, costs, or expenses arising from your use of the website or violation of these Terms.
13. Governing Law
These Terms & Conditions shall be governed by and interpreted in accordance with the laws of the State of Florida, without regard to conflict of law principles.
Any disputes arising from use of this website shall be resolved in the appropriate courts located in Florida.
14. Changes to These Terms
Wedemier Financial reserves the right to modify these Terms & Conditions at any time without prior notice.
Updated versions will be posted on this page with a revised effective date.
15. Contact Information
For questions regarding these Terms & Conditions, please contact:
Wedemier Financial