Terms of Service

Effective date: July 1, 2026

Template for review. This document is a starting point prepared for convenience and is not legal advice. Have it reviewed by a licensed attorney, and confirm the business contact and mailing address before publishing.

These Terms of Service ("Terms") govern your use of anchoroakfin.com and related pages operated by Anchor Oak Financial LLC ("Anchor Oak Financial," "we," "us," or "our"). By using our site, you agree to these Terms.

Educational purpose only

All content on this site is provided for general educational purposes only. It does not constitute financial, tax, legal, or investment advice, and it is not an offer to sell or a solicitation to buy any insurance product or security. Strategies discussed may involve permanent life insurance and annuities and may not be suitable for everyone. You should consult a licensed professional about your specific situation.

No guarantees

We make no guarantee of any specific financial result. Any figures, examples, or calculator outputs are simplified illustrations for education only and are not projections or promises of performance. Guarantees associated with insurance products, where they exist, are subject to the claims paying ability of the issuing insurer.

Eligibility

You must be at least 18 years old to use this site or to request information from us.

Intellectual property

The content, brand names, logos, and design on this site are owned by Anchor Oak Financial or its licensors and may not be copied or used without permission.

Acceptable use

You agree not to misuse the site, interfere with its operation, or use it for any unlawful purpose.

Third party links

Our site may link to third party websites. We are not responsible for the content or practices of those sites.

Disclaimer and limitation of liability

The site is provided on an as is and as available basis without warranties of any kind. To the fullest extent permitted by law, Anchor Oak Financial is not liable for any indirect, incidental, or consequential damages arising from your use of the site.

Indemnification

You agree to hold Anchor Oak Financial harmless from claims arising out of your misuse of the site or violation of these Terms.

Governing law

These Terms are governed by the laws of the State of New Jersey, without regard to its conflict of laws rules.

Changes to these Terms

We may update these Terms from time to time. Continued use of the site means you accept the current version.

Contact us

Anchor Oak Financial LLC
Email: hello@anchoroakfin.com
Mailing address: 30 N Gould St Ste N, Sheridan, WY 82801, USA