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>> Website Terms & Conditions

Phoenix, Arizona


PLEASE READ THESE TERMS AND CONDITIONS OF USE CAREFULLY BEFORE USING THIS WEBSITE. By using this Website, you agree to these terms of use. If you do not agree to these terms of use, please do not use the Website. CFO Solutions LLC (“CFO”) reserves the right, at our discretion, to change, modify, add or remove portions of these terms at any time. Please check these terms periodically for changes.

No Warranty

We created this Website for the convenience of our Internet visitors and clients. The information (including text, graphics and functionality) is presented “As Is” and “As Available” without express or implied warranties including, but not limited to, implied warranties of non-infringement, merchantability and fitness for a particular purpose. We expressly disclaim any liability for errors and omissions regarding the information and materials contained in the Website. Due to the nature of the Internet, we cannot guarantee the accuracy or completeness of the information contained in this Website or its suitability for any purpose.


The entire content (including text and “look and feel” attributes) of this Website is copyright of CFO, or other third party providers as indicated. Any commercial use of such content requires the prior written permission of CFO, which consent may be withheld in our sole discretion. All rights are reserved worldwide.


Because of the marked increase in the fabrication and proliferation of computer viruses affecting the Internet, we want to warn you about infections or viral contamination on your system. It is your responsibility to scan any and all downloaded materials received from the Internet. We are not responsible or liable for any damage caused by such hazards.

Security and E-mail

We welcome your e-mail correspondence. But Internet and e-mail communications are not confidential. It is possible that information transmitted to us may be read or obtained by other parties. In an attempt to protect your privacy, our email responses do not include personal account information such as social security numbers or account numbers. Please review our Privacy Policy.

Linked Sites / Frames / Use

This Website may provide links to other sites for your convenience in locating related information and services. We do not maintain all of these other sites and have no control over the organizations that maintain these sites or the information, products or services these organizations provide. Although we believe that the information from these organizations is reliable, we cannot guarantee their accuracy, completeness or suitability for any purpose. Accordingly, we expressly disclaim any responsibility for the content of these other websites, the accuracy of the information on these websites and/or the quality of products or services provided by the organizations that maintain them. We do not recommend or endorse these organizations or their products or services in any way. You are prohibited from linking to this Website from any other World Wide Web site, from framing any of the materials on this Website, and/or from suggesting any affiliation or endorsement between us, without our prior written authorization. You may download and print copies of the material contained in this Website exclusively for your own use and in accordance with these terms and conditions. However, you are prohibited from selling, distributing, copying, amending, modifying, posting, transmitting, uploading, or similar action regarding the material in this Website including graphics, text, content, logos or the like. Further, you are prohibited and will be responsible for any and all of your unlawful use of this Website.

Limitation of Liability

Under no circumstances including, but not limited to, negligence, shall we be liable for any direct or indirect, incidental, special or consequential damages that result from the use of, or the inability to use, the materials in this Website, even if we or our authorized representatives have been advised of the possibility of such damages. In no event shall our total liability to you for all damages, losses, and causes of action (whether in contract, tort or otherwise) exceed the amount paid by you, if any, for accessing this Website. You are solely responsible for your decision to use this Website. You shall indemnify and hold us harmless from and against any and all claims, damages, liability and/or costs relating to your or your agents use of this Site.

Age and Responsibility

You represent that you are of sufficient legal age to use this Website and to create binding legal obligations for any liability you may incur as a result of the use of this Site. You agree that you are financially responsible for all uses of this Website by you and those using your login information, including any data aggregation service providers that you have authorized to access your data.

Termination of Access

We reserve the right to terminate without notice to you your access to this Website in our sole discretion, including without limitation, for overuse or abuse of this Website. Laws of the State of Arizona governs this Website in all respects. Any disputes or actions shall be initiated and resolved through Arizona courts. You must destroy all materials or copies of materials obtained from this Website upon termination.


While we appreciate hearing from our valued customers, to avoid any misunderstandings, please understand that anything that you send to us, including ideas, suggestions, proposals, etc., will become our property without any right of compensation and you hereby waiver any claim therefore.


We recognize the importance of respecting your information and maintaining confidentiality. As a regulated investment advisor, we must obtain information about you. We use this information in a number of ways: giving you authenticated access to your account information, servicing your or your company’s account, complying with regulatory requirements, providing you with customized information, making our applications easier and more useful for you.

We know you may be concerned about what we do with the information you provide us. You have our assurance that: We are committed to safeguarding your data and maintaining your privacy online.

We do not sell your information to third parties. We do, however, share selected information under certain conditions as part of normal business operations and/or in respect to servicing your account and as part of normal legal/regulatory purposes required by the Internal Revenue Service, Securities and Exchange Commission, and other regulatory and government entities. If applicable, we have ensured that third parties with whom we contract to assist us in providing services for your account have agreed to maintain the confidentiality of your data. Such service providers will only have access to your data as is necessary and are prohibited from any unlawful use of your data. We periodically also forward to your attention educational information as well as material pertaining to our products and services that might be of interest to you.

This Website uses cookies, messages given to a web browser by a web server. The browser then stores the cookie in a text file. This Website uses two types of cookies:

It is a good security practice to avoid saving usernames and passwords in your browser. The option, “Never for This Site,” is the most secure choice.

We protect your account information from unauthorized access, to the best of our ability, by placing it on the most secure portion of our Website. That’s why you have to enter a unique user name and password each time you want to access secure portions of this Website. You should never share your password with anyone.

None of our other clients can access your data, and only a restricted set of our employees can access your data in order to provide service to you.

When you access password-protected, secure portions of our Website using Mozilla Firefox, Netscape Navigator® or Microsoft® Internet Explorer, Secure Sockets Layer (SSL) technology is used to protect your communications through server authentication and data encryption. We upgrade and maintain our technology on an on-going basis.

Although this Website does link to some external sites, we are not responsible for the privacy practices of those websites. If you have any questions or comments about your personal or company data, please contact us through the link on this site. If you are a client please refer to your agreement with us, which provides specific and additional terms, and conditions that may apply.

Third party websites may require differing and/or additional agreements and disclaimers. Agreements with third party websites do not apply to the CFO Website, and do not modify the disclosures, disclaimers and agreements contained herein.