The terms that govern your use of unifiedadvice.com. Last updated: August 2026.
By using unifiedadvice.com you agree to these terms and to the Privacy Policy. If you do not agree, please do not use the site.
Unified Advice provides advanced planning and insurance services from Windsor, California (CA License 0H08081), and is part of the Unified Wealth Group, LLC family of companies.
Everything on this site is general information and education. It is not personalized financial, insurance, legal, tax, or accounting advice, and it is not a recommendation of any strategy or product for your situation. Strategies described here are not suitable for everyone; outcomes depend on individual facts, proper structure, and applicable requirements being met. Consult your own advisors, and confirm current law, before acting on anything you read here.
Unified Advice is not a broker‑dealer or a registered investment adviser. Nothing on this site is an offer to sell or a solicitation to buy any security, and Unified Advice does not make investment recommendations.
Booking a conversation through the site creates an appointment, not a client relationship. A relationship begins only when both sides agree to it in writing. If you opt in to text messages, the texting terms in the Privacy Policy apply — reply STOP to opt out, HELP for help.
The site, its content, and its marks belong to Unified Advice or its licensors. You may read, save, and print pages for personal, noncommercial use; any other use requires our written permission.
Links to third-party sites, including scheduling and content platforms, are provided for convenience. We are not responsible for their content or their privacy practices.
The site is provided "as is" and "as available," without warranties of any kind, express or implied. To the fullest extent the law allows, Unified Advice is not liable for damages arising from your use of the site or reliance on its content. Nothing in these terms limits rights you have under law that cannot be limited.
These terms are governed by the laws of the State of California, without regard to conflict-of-law rules, and any dispute belongs in the state or federal courts serving Sonoma County, California.
We may update these terms from time to time; the date above reflects the current version. Questions: hello@unifiedadvice.com, or Unified Advice, 8733 Lakewood Drive, Suite 210, Windsor, CA 95492 · (707) 837‑4060.