Terms of Use

1. Acceptance

By using Roth Playbook you agree to these Terms, our Privacy Policy, and our Disclosures. If you do not agree, do not use the site.

2. What this service is

Roth Playbook is operated by Webly as a consumer education and marketing platform. We are not a registered investment adviser, broker-dealer, or insurance agency, and we do not provide individualized tax, legal, investment, or insurance advice.

How we are paid: independent licensed financial professionals pay Roth Playbook a fixed fee for each inquiry or qualified meeting generated through this site. We do not evaluate, rate, rank, endorse, or recommend any professional, and payment to us does not imply an endorsement. Any advice, recommendation, or product discussion comes solely from the licensed professional you speak with.

3. No advice, no recommendation

All content, calculators, illustrations, and emails are educational and hypothetical. Nothing on this site is individualized tax, legal, investment, or insurance advice, an offer or solicitation to buy or sell any security or insurance product, or a recommendation to complete a Roth conversion. Roth conversions are irrevocable and generally taxable in the year of conversion. Consult your own qualified tax, legal, and financial advisors before acting.

4. No guarantee of results

Projections rely on assumptions that may not occur. Actual results will differ. We make no guarantee of any financial, tax, or investment outcome, and no guarantee regarding any professional you may be introduced to.

5. Your submissions

You agree the information you submit is accurate, that the contact information belongs to you, and that you have authority to consent to being contacted at it. Do not submit another person's contact information without their permission, and do not submit account numbers, Social Security numbers, or credentials.

6. Acceptable use

Do not misuse the site: no automated scraping, no attempts to bypass security or access other users' data, no submitting false or spam entries, no interference with our email or SMS systems, and no use of the site for any unlawful purpose.

7. Third-party services and professionals

The site links to and relies on third-party services (scheduling, email, SMS). Any relationship you form with a licensed financial professional is solely between you and that professional or their firm. We are not a party to it and are not responsible for their conduct, advice, products, fees, or compliance obligations.

8. Intellectual property

The site, its content, and its tools are owned by us and licensed to you for personal, non-commercial use only.

9. Disclaimer and limitation of liability

The site is provided “as is” and “as available,” without warranties of any kind, express or implied, including fitness for a particular purpose and accuracy. To the maximum extent permitted by law, we are not liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, taxes incurred, or lost investment value, arising from your use of the site or any introduction made through it. Our total liability will not exceed one hundred U.S. dollars (US$100).

10. Indemnification

You agree to indemnify and hold us harmless from claims arising out of your misuse of the site or your breach of these Terms.

11. Changes and termination

We may modify these Terms or discontinue the site at any time. Continued use after a change means you accept the updated Terms.

12. Contact

Questions about these Terms: hello@rothplaybook.net.