Disclosures

AI Technology Disclosure

WealthVizr uses artificial intelligence (specifically, large language models) to process your questions and provide guidance. You should be aware that:

• AI responses are generated based on patterns in training data and may not always be accurate or appropriate for your situation
• The AI does not have access to current market data, your complete financial history, or your full personal circumstances
• AI-generated content should be verified independently before making financial decisions
• The AI may occasionally provide incorrect or outdated information despite our best efforts to ensure accuracy

Investment Disclosure

Regarding any investment-related information provided by WealthVizr:

• Investing involves risk. You could lose some or all of your investment.
• Past performance is not indicative of future results. Historical returns, expected returns, and probability projections are provided for educational purposes only.
• We do not recommend specific securities. Any mention of investment vehicles (stocks, bonds, mutual funds, ETFs) is for educational purposes only.
• Asset allocation and diversification do not guarantee profit or protect against loss in declining markets.
• We do not execute trades or have access to brokerage accounts. We do not receive compensation from any financial product providers.

Retirement Planning Disclosure

Retirement projections and planning guidance provided by WealthVizr:

• Are based on simplified assumptions about investment returns, inflation, and life expectancy
• May not account for Social Security benefits, pensions, healthcare costs, or taxes accurately
• Use a general withdrawal rate (4% rule) that may not be appropriate for everyone
• Do not consider your complete financial picture or risk tolerance
• Should be validated with a qualified financial planner before making retirement decisions

Tax Disclosure

WealthVizr does not provide tax advice. Any tax-related information is:

• General educational information and should not be relied upon for tax planning
• Not a substitute for advice from a qualified tax professional
• Subject to change as tax laws are frequently updated
• Not applicable to all jurisdictions or individual circumstances

Always consult a licensed tax professional or CPA for tax planning and preparation.

Debt and Credit Disclosure

Information about debt payoff strategies, credit improvement, and related topics:

• Does not constitute debt counseling or credit repair services
• May not account for your specific loan terms, interest rate variations, or prepayment penalties
• Should be verified with your actual lenders before making payment decisions
• Does not guarantee any specific outcomes for credit scores or debt reduction

Data Accuracy

The accuracy of guidance provided by WealthVizr depends on:

• The accuracy of information you provide to the system
• The completeness of your financial data (incomplete data may lead to incomplete guidance)
• External factors that we cannot predict or control

We recommend regularly reviewing and updating your financial information to ensure the guidance you receive remains relevant.

Third-Party Links

WealthVizr may contain links to third-party websites or references to third-party products and services. These are provided for informational purposes only. We do not endorse, control, or assume responsibility for the content, privacy policies, or practices of any third-party sites or services.

Contact Information

If you have questions about these disclosures or need clarification about our service:

• Email: legal@wealthvizr.com
• Website: wealthvizr.com