Effective and last updated: September 28, 2026
1. Using this website
These terms apply to your use of this Fenceline Financial website, including its temporary hosted address, pages, articles, checklist, and contact form. Use the site only for lawful purposes and in accordance with these terms. If you do not agree, discontinue use. These terms do not replace a separately signed agreement or the terms of an insurance policy or financial product.
2. Educational information
Website descriptions and blog articles provide general information. They do not account for your individual circumstances and are not individualized investment, insurance, legal, or tax advice. A topic appearing on this site is not a recommendation that you buy, replace, surrender, or borrow against a particular product. Obtain advice from appropriately licensed or qualified professionals before making a decision.
3. Inquiries and consultations
The contact form sends your contact details and selected topic to Fenceline Financial. Provide accurate information that you are authorized to share. An inquiry or consultation request does not establish an advisory or agency relationship, bind insurance coverage, submit an insurance application, guarantee eligibility, or confirm an appointment. Any engagement and its scope must be addressed separately.
Do not use this site to make a payment, place a trade, cancel or change coverage, report a claim, or issue time-sensitive instructions. Use the verified channel provided by the responsible carrier or service provider.
4. Availability and product terms
Products and services may depend on location, licensing, provider participation, underwriting, eligibility, and other conditions. A website description is not a policy contract or a complete description of benefits, costs, exclusions, or limitations. The applicable written agreement and product documents govern any transaction.
5. Acceptable use
Do not impersonate another person, submit false or unauthorized information, send spam or malicious code, interfere with the website, attempt unauthorized access, or use automated requests to overwhelm its services. Access to the form may be limited to protect the website and other visitors.
6. Content and external links
Website text, branding, layouts, and other materials are owned by Fenceline Financial or used under applicable rights or permissions. You may view the content for personal informational use and print the Resources checklist for your own planning. Other uses remain subject to the rights of the applicable owner and any permissions provided by law.
External links are provided for convenience or further reading. They do not imply endorsement of every statement or service on another website. Fenceline Financial does not control those websites, their availability, or their privacy practices.
7. Accuracy and availability
Information can become outdated, and the website may contain errors or experience interruptions. Verify material details before relying on them. To the extent permitted by applicable law, the website is provided as available without a warranty that all content is complete, current, or suitable for your specific purpose. Contact us if you identify an error.
8. Responsibility and legal rights
You are responsible for decisions made using general website information. To the extent permitted by applicable law, Fenceline Financial is not responsible for losses arising solely from reliance on general educational content or interruptions to this website. Nothing in these terms excludes liability that cannot lawfully be excluded, overrides applicable professional duties, or waives consumer rights or remedies provided by law.
9. Privacy and updates
Our Privacy Policy explains this website’s information practices. Our Compliance page provides additional disclosures about financial and insurance topics. We may update these terms by posting a revised version with a new date. Changes apply prospectively and do not replace the terms of an existing separate agreement.
10. Questions
Contact Fenceline Financial at advisor@fenceline.com, call (503) 347-1371 or (323) 707-4506, or use our contact form.