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Services Return, Refund, and Cancellation Policy

No Refund Policy

This No Refund Policy applies to payments for services rendered on a client basis and appointments made for discussion of services under the Client Agreement. Other payments are governed by our Terms of Use.

You understand that once we provide services to you our fees are Non-Refundable. Fees are not dependent upon results.

Services

  • Account Reconciliation Services

  • Customer Service

  • Verify Applicants

  • Asset Searches

  • Alternative Dispute Resolution

  • Billing Services

  • Statement Forwarding

  • Legal Forwarding

  • Collections

  • Financial Retirement Consulting

  • Book Keeping

  • Financial Planning​

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