Terms of Use

No Advice and No Advisory Relationship

Everything on this site, including the blog, the service descriptions, the frequently asked questions, and the Business Owner Financial Health Check, is published for general education. It is not investment, tax, legal, or accounting advice, and it is not a recommendation to buy, sell, or hold any security or to adopt any particular strategy.

Nothing on this site is tailored to your circumstances, because we do not know them. General information cannot account for your business, your family, your tax position, or your goals.

Reading this site, taking the Health Check, subscribing to anything, or sending us a message does not make you a client of Green Leaf Advisors and does not create an advisory or fiduciary relationship. An advisory relationship begins only when you and GLA sign a written agreement.

No Offer or Solicitation

This site is accessible from anywhere, but Green Leaf Advisors LLC is an investment adviser offering services in Pennsylvania and in other jurisdictions where exempt from registration. Nothing on this site is an offer to provide advisory services in any jurisdiction where GLA is not permitted to do so.

The Business Owner Financial Health Check

The Health Check is an educational self-assessment. It scores only the answers you give it, it does not verify them, and it makes no projections and no performance claims. A score is a prompt to look closer at something, not a finding about your finances and not a recommendation.

Accuracy of Information

We work to keep this site accurate and current, but tax law, regulations, and retirement plan rules change, and older material may not reflect the rules as they stand today. The site is provided as is, without warranty of any kind. We do not warrant that it will be uninterrupted or error free.

Analytics and Cookies

This site uses Google Analytics, which sets cookies in order to count visits and record which pages are read. It tells us how the site is being used, not who is using it. How to switch it off is explained in the privacy policy.

Links to Other Sites

This site links to third party sites, including the scheduling calendar and professional directories. Those sites are not controlled by GLA, and GLA is not responsible for their content, their accuracy, or how they handle your information. A link is not an endorsement.

Content Ownership

The content on this site, including the writing, the logo, and the design, belongs to Green Leaf Advisors LLC or is used with permission. You are welcome to read it, print it, and share a link to it. Republishing it as your own is not permitted.

Limitation of Liability

To the fullest extent the law allows, Green Leaf Advisors LLC is not liable for any loss arising out of your use of this site or your reliance on anything published here. Some states do not allow certain limitations of liability, so parts of this section may not apply to you.

Changes to These Terms

We may update these terms. The version date at the top of this page tells you when they were last revised, and continuing to use the site after a change means you accept the revised terms.

Governing Law

These terms are governed by the laws of the Commonwealth of Pennsylvania, without regard to its conflict of law provisions.