Terms of Use

1. Acceptance of Terms

These Terms of Service (“Terms”) constitute a legally binding agreement between you and Herbert Financial Group (“we,” “us,” or “our”) governing your access to and use of the website https://herbert-financial.com, and any related services (collectively, the “Services”).

By accessing or using our Services, you agree to be bound by these Terms. If you do not agree to these Terms, you may not access or use the Services.

2. Changes to Terms

We reserve the right to modify these Terms at any time. We will provide notice of any material changes by updating the “Last Updated” date at the top of these Terms. Your continued use of the Services after such changes constitutes your acceptance of the new Terms.

3. Description of Services

Herbert Financial Group provides financial planning, business planning, development planning, and related services. The content on our website is for informational purposes only and should not be construed as professional advice.

We may update, change, or discontinue any aspect of the Services at any time without prior notice.

4. User Accounts and Registration

Some of our Services may require registration or the creation of an account. You agree to provide accurate, current, and complete information during the registration process and to update such information to keep it accurate, current, and complete.

You are responsible for safeguarding your account credentials and for any activity under your account. You agree to notify us immediately of any unauthorized use of your account.

5. User Conduct

You agree not to use the Services to:

  • Violate any applicable law, regulation, or these Terms
  • Infringe upon the rights of others
  • Submit false or misleading information
  • Upload or transmit viruses, malware, or other harmful code
  • Interfere with or disrupt the Services
  • Attempt to gain unauthorized access to our systems
  • Collect or store personal data about other users without their consent
  • Engage in any activity that could damage, disable, or impair the Services

6. Intellectual Property Rights

The Services and their entire contents, features, and functionality (including but not limited to all information, software, text, displays, images, video, and audio, and the design, selection, and arrangement thereof) are owned by Herbert Financial Group, its licensors, or other providers of such material and are protected by United States and international copyright, trademark, patent, trade secret, and other intellectual property or proprietary rights laws.

These Terms permit you to use the Services for your personal, non-commercial use only. You must not reproduce, distribute, modify, create derivative works of, publicly display, publicly perform, republish, download, store, or transmit any of the material on our website, except as follows:

  • Your computer may temporarily store copies of such materials in RAM incidental to your accessing and viewing those materials.
  • You may store files that are automatically cached by your Web browser for display enhancement purposes.
  • You may print or download one copy of a reasonable number of pages of the website for your own personal, non-commercial use and not for further reproduction, publication, or distribution.

7. Financial Services and Advice

The information provided through our Services is for educational and informational purposes only and should not be considered financial, legal, or tax advice. The information is general in nature and may not be suitable for your specific circumstances.

We recommend that you consult with a qualified professional regarding your specific financial, legal, and tax situations before making any financial decisions.

8. Third-Party Links and Content

Our Services may contain links to third-party websites or services that are not owned or controlled by Herbert Financial Group. We have no control over, and assume no responsibility for, the content, privacy policies, or practices of any third-party websites or services.

You acknowledge and agree that Herbert Financial Group shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with the use of or reliance on any such content, goods, or services available on or through any such websites or services.

9. Disclaimer of Warranties

THE SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT ANY WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT.

HERBERT FINANCIAL GROUP DOES NOT WARRANT THAT THE SERVICES WILL BE UNINTERRUPTED, TIMELY, SECURE, OR ERROR-FREE, THAT DEFECTS WILL BE CORRECTED, OR THAT THE SERVICES OR THE SERVERS THAT MAKE THEM AVAILABLE ARE FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS.

10. Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL HERBERT FINANCIAL GROUP, ITS AFFILIATES, OR THEIR LICENSORS, SERVICE PROVIDERS, EMPLOYEES, AGENTS, OFFICERS, OR DIRECTORS BE LIABLE FOR DAMAGES OF ANY KIND, UNDER ANY LEGAL THEORY, ARISING OUT OF OR IN CONNECTION WITH YOUR USE OR INABILITY TO USE THE SERVICES, INCLUDING ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES.

THIS LIMITATION OF LIABILITY APPLIES WHETHER THE DAMAGES ARISE FROM USE OR MISUSE OF THE SERVICES, FROM INABILITY TO USE THE SERVICES, OR FROM THE INTERRUPTION, SUSPENSION, OR TERMINATION OF THE SERVICES.

11. Indemnification

You agree to defend, indemnify, and hold harmless Herbert Financial Group, its affiliates, licensors, and service providers, and its and their respective officers, directors, employees, contractors, agents, licensors, suppliers, successors, and assigns from and against any claims, liabilities, damages, judgments, awards, losses, costs, expenses, or fees (including reasonable attorneys’ fees) arising out of or relating to your violation of these Terms or your use of the Services.

12. Termination

We may terminate or suspend your access to the Services immediately, without prior notice or liability, for any reason whatsoever, including without limitation if you breach these Terms.

All provisions of the Terms which by their nature should survive termination shall survive termination, including, without limitation, ownership provisions, warranty disclaimers, indemnity, and limitations of liability.

13. Governing Law

These Terms shall be governed and construed in accordance with the laws of the State of California, without regard to its conflict of law provisions. Any legal suit, action, or proceeding arising out of, or related to, these Terms or the Services shall be instituted exclusively in the federal courts of the United States or the courts of the State of California, in each case located in Los Angeles County.

14. Severability

If any provision of these Terms is held to be unenforceable or invalid, such provision will be changed and interpreted to accomplish the objectives of such provision to the greatest extent possible under applicable law and the remaining provisions will continue in full force and effect.

15. Waiver

Our failure to enforce any right or provision of these Terms will not be considered a waiver of those rights. The waiver of any such right or provision will be effective only if in writing and signed by a duly authorized representative of Herbert Financial Group.

16. SMS Text Messaging Terms and Conditions

By providing your phone number and consenting to receive text messages, you agree to the following:

  • We may send you text messages regarding your inquiries, appointments, and service updates
  • Message frequency varies based on your interaction with us
  • Message and data rates may apply as provided by your wireless carrier
  • You can opt-out at any time by texting STOP to our number or contacting us
  • For help, text HELP or contact us at info@herbert-financial.com

We do not guarantee that text messaging will be available at all times. Carriers are not liable for delayed or undelivered messages.

By signing up for text messages, you agree to receive informational messages (appointment reminders, account notifications, etc.) from Herbert Financial Group at the number provided. Message frequency varies. Msg & data rates may apply. If you require assistance, reply HELP, or you can call +1 (818) 806-8131 or email us at Herbert Financial Group to reach our office. You can opt-out at any time by replying STOP.

17. Entire Agreement

These Terms constitute the entire agreement between you and Herbert Financial Group regarding our Services and supersede and replace any prior agreements we might have had with you regarding the Services.

18. Contact Us

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

Herbert Financial Group
635 W Foothill Blvd
Monrovia, CA 91016
United States
info@herbert-financial.com
Phone: +1 (818) 806-8131