By using the services of Stapleton Advisors (herein “Stapleton Advisors”) you agree to the following Terms of Service:
The following terms apply only to products and services ordered on this website, these terms may or may not apply to contractual agreements made separately in person or electronically:
1. Refund Policy. Due to the downloadable nature of our products WE DO NOT GIVE REFUNDS for any reason. A) For downloadable e-products, including, document templates and other products, once your payment is approved and processed, you have immediate access to the product via our shopping cart system. B) For services and tangible products, once your payment is approved and processed we begin setting up your account and/or we order any tangible products required to fulfill your order. Work is deemed to have begun upon the completion of your order and payment.
2. Product. Upon the purchase of a Product you agree to purchase such Product(s) AS-IS and further agree to the provisions herein. Under no circumstance does Stapleton Advisors Guarantee its Products or the accuracy thereof, nor does Stapleton Advisors guarantee the success of a project based solely upon the use of its Product(s).
3. Product Licensing. Upon the purchase of a Product Stapleton Advisors grants client a limited, non-exclusive and non-transferable license to use such Product(s) and permits the following uses:
4. Restrictions. All products are the property of Stapleton Advisors and may only be used for personal or business use. You may not resell any of our products, change any portion thereof for the purpose of resale, license, give or distribute our products to any third party for any use whatsoever. All products are Copyright © 2024 Stapleton Advisors, Inc. and protected under U.S. and International copyright laws. You may not use our product(s) to establish credit worthiness or eligibility for credit, employment or insurance for any individual.
*** Waiver for Attorneys: If you are a licensed attorney you may resell any custom document we create for you, or any template which you customize for your client. ***
5. Service. Upon the purchase of a service Stapleton Advisors agrees to provide to Client the service(s) ordered and listed in the Clients online account of this website. Such services are hereinafter referred to as “Services.” Client agrees that Stapleton Advisors shall provide a specific service for delivery via email or other transmission service.
6. Downloading. Upon purchase all downloadable Products are available for download up to 5 download attempts. Further access may be granted on a case by case basis. If you can not download a Product (or Service materials) we reserve the right to deliver the Product or Service via email, U.S. Mail, FedEx, or other similar delivery service.
7. Payment for Services. All payments must be made in advance. If your payment is declined your order will not be placed and work product will not be started and/or delivered.
8. Invoicing. Stapleton Advisors will keep a general account and purchase history of each transaction. YOUR CREDIT CARD STATEMENT WILL SHOW YOUR CHARGE AS “Stapleton Advisors” OR “Stapleton Advisors, Inc." For all state filings, you may be required to pay a separate filing fee to each state. State filing fees are not considered part of our preparation services. You will be required to pay for the state filing fees prior to Stapleton Advisors sending the filing paperwork and fees to each state.
9. Term and Termination. The term of this agreement shall be the time period starting from the moment we receive an order until the moment we fill the order. Once your purchase has been made you may not terminate the purchase once the approval has been sent from your credit card company to capture the funds necessary to activate your account. Once your approval is received your account will be created within one (1) Minute and work will have begun on your project.
10. Confidential Information. Each party hereto (“Such Party”) shall hold in trust for the other party hereto (“Such Other Party”), and shall not disclose to any non-party to the Agreement, any confidential information of such other party. Confidential information is information which relates to such other Party’s research, development, trade Stapleton Advisors or business affairs, but does not include information which is generally known to the public. Stapleton Advisors hereby acknowledges that during the performance of this agreement, Stapleton Advisors may learn or receive confidential Client information and therefore Stapleton Advisors hereby confirms that all such information relating to the Client’s business will be kept confidential by Stapleton Advisors.
11. Independent Contractor. Stapleton Advisors is an independent contractor and neither Stapleton Advisors nor its staff is or shall be deemed to be employed by Client. The Company shall not be responsible for withholding taxes with respect to Stapleton Advisors’ compensation hereunder. Stapleton Advisors shall have no claim against the Company hereunder or otherwise for vacation pay, sick leave, retirement benefits, social Stapleton Advisors, worker’s compensation, health or disability benefits, unemployment insurance benefits, or employee benefits of any kind. Stapleton Advisors shall not be required to devote Stapleton Advisors full time to the performance of the Services required hereunder. During the term of this agreement, Stapleton Advisors shall devote as much of their productive time, energy and abilities to the performance of their duties hereunder as is necessary to perform the required duties in a timely and productive manner. Stapleton Advisors is not required to deliver the services during a fixed hourly or daily time and if the products are delivered at the Client’s premises.
12. Conflict of interest. It is acknowledged that Stapleton Advisors has other Clients and Stapleton Advisors offers Products and Services to the general public, including businesses and professionals. Stapleton Advisors is expressly free to perform services for, and deliver products to, other parties while delivering services to the Client. Stapleton Advisors reserves the right to terminate its services hereunder if Stapleton Advisors is made aware that Client has committed or is committing a crime using the services. Moreover, Stapleton Advisors may terminate its services if a Conflict of Interest is discovered at any point during the term herein. Stapleton Advisors reserves the right to terminate its services for any Conflict of Interest which Stapleton Advisors deems to be a valid conflict. If Stapleton Advisors terminates the services herein <em>no refund</em> will be given.
13. Disputes. Any disputes that arise between the parties with respect to the performance of this contract shall be submitted to binding arbitration by the American Arbitration Association, to be determined and resolved by said Association under its rules and procedures in effect at the time of submission and the parties hereby agree to share equally in the costs of said arbitration. The final arbitration decision shall be enforceable through the courts of the State of Texas. In the event that this arbitration provision is held unenforceable by any court of competent jurisdiction, then this contract shall be as binding and enforceable as if this Stapleton Advisors 13 were not a part hereof.
14. Work Product. Stapleton Advisors warrants to Client that the services and/or material therein to be delivered or rendered hereunder, will be of the kind and quality designated, limited to provision #15 herein. Special requirements for format or standards to be followed shall be requested by client separately.
15. Liability. No work product (services) produced by Stapleton Advisors, whether written, oral or implied, is, or shall be relied upon as, a promise, warranty or representation. Stapleton Advisors disclaims responsibility, direct or indirect, express or implied, for the truth, accuracy or completeness of information and work product provided to Client. The Client acknowledges full and complete responsibility for the truth, accuracy and completeness of all information and work product received from Stapleton Advisors and expressly waives all rights of recourse, if any, against Stapleton Advisors for Client’s reliance thereon. In no event shall Stapleton Advisors be liable for any damages, including special or consequential damages, either in contract or tort, whether or not the possibility of such damages has been disclosed to Stapleton Advisors in advance or could have been reasonably foreseen by Stapleton Advisors, and in the event this limitation of damages is held unenforceable then the parties agree that by reason of the difficulty in foreseeing possible damages all liability to Client shall be limited to Ten Dollars ($10.00) as liquidated damages and not as a penalty.
16. Applicable Law. Stapleton Advisors shall comply with all applicable laws in providing Services but shall be held harmless for violation of any governmental procurement regulation to which it may be subject but to which reference is not made herein. Stapleton Advisors shall not be deemed to have held itself out as a law firm and/or legal advisor and/or a lawyer. Stapleton Advisors will not offer legal advice or legal services hereunder. Client agrees to seek separate legal counsel for all matters requiring such legal services. This Agreement shall be construed in accordance with the laws of the State of Florida.
17. Modification or Amendment. No amendment, change or modification of this Agreement shall be valid unless in writing signed by the parties hereto.
18. Unenforceability of Provisions. If any provision of this Agreement, or any portion thereof, is held to be invalid and unenforceable, then the remainder of this Agreement shall nevertheless remain in full force and effect.
19. Assignment. This Agreement may not be assigned by either party without the prior written consent of the other party. Except for the prohibition on assignment contained in the preceding sentence, this Agreement shall be binding upon and inure to the benefits of the heirs, successors and assigns of the parties hereto.
20. Sales Tax. All sales shall have been made in Florida and shall be subject only to Florida sales tax collection.
If you have questions regarding our policies, please contact us at (813) 736-2422, We strive to deliver our products and services within a reasonable time schedule.
*Stapleton Advisors reserves the right to change pricing for our services and/or this statement without notice. Updated 10/04/2024.
The information in this material is not intended as investment, tax or legal advice. Please consult investment, legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
SERVICES PROVIDED BY STAPLETON ADVISORS, INC. IS LIMITED SOLELY TO BUSINESS MANAGEMENT CONSULTING.
IMPORTANT NOTICE:
Stapleton Advisors, Inc. is NOT AN INVESTMENT ADVISORY FIRM, nor a securities broker or dealer. Mike Stapleton, AIF® is a licensed FINRA registered principal, registered representative and investment advisor representative and is employed separately by United Planners Financial Services, Member FINRA / SIPC. United Planners Financial Services is not affiliated with Stapleton Advisors, Inc. and no services provided herein involve United Planners.
Mike Stapleton, AIF® holds current FINRA licenses, series 24, 7, 65, 63, and Florida 215 Health & Life w/variable annuity.
Check your investment advisor and/or securities representative at FINRA BrokerCheck®.
Links are provided for informational purposes only. The links should not be considered a solicitation, sponsorship, affiliation or endorsement of the third-party website, or the company operating such website. Stapleton Advisors, Inc., has not reviewed the content of the third-party website and is not responsible for the content thereof.
A portion of this material was provided by Artificial Intelligence Systems.
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