Prior to utilizing the Site, you should read the following terms and conditions carefully. Please read these terms carefully because all uses of the Site are subject to these terms of service (“Terms” or “TOS”). By using the Site, you are acknowledging that you have read this and agree to it. These terms and conditions govern the use of this Site and our products and services. BY USING THE SITE, YOU AGREE TO THESE TERMS OF USE; IF YOU DO NOT AGREE, DO NOT USE THE SITE. YOU ARE UNDER NO OBLIGATION TO CONTRACT OUR SERVICES. There are no exceptions.

Our overall Terms Of Service also include the sections displayed in the Privacy Policy, Acceptable Use, and Billing Policy. Please make sure to read them as well.

These Terms and Conditions may be updated at any time without prior notification or warning.  We reserve the right to amend or change all or parts of this TOS from time to time. Any such amendments or changes will be posted here and shall constitute the new terms and conditions for SER Wealth Management, LLC dba Elisa Plan from the time they are posted.

SER Wealth Management, LLC dba Elisa Plan is a consulting and education company and material and content included within this Site are protected by copyright laws. 

Privacy Policy, and Other Documents

You may find links to our Privacy Policy page, and any other legal page in this site, at the footer of this page.

Users of the Site(s) should refer to our Privacy Policy for more detailed information about how we use and collect information.