Effective Date: June 2026

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Welcome to the website of Evercrest Financial Solutions ("Evercrest," "we," "our," or "us"). By accessing or using this website (the "Site"), you acknowledge that you have read, understood, and agree to be bound by these Terms & Conditions. If you do not agree with these terms, please discontinue use of this Site immediately.

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1. Use of the Website

 

The content provided on this Site is intended solely for informational and educational purposes. Information presented on this Site should not be interpreted as financial, insurance, legal, tax, investment, or accounting advice.

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Visitors should consult with appropriately licensed professionals regarding their individual circumstances before making any financial, insurance, legal, or tax-related decisions.

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You agree to use this Site only for lawful purposes and in a manner that does not violate any applicable laws or regulations, infringe upon the rights of others, or interfere with the operation of the Site.

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2. Jurisdiction and Governing Law

 

These Terms & Conditions shall be governed by and interpreted in accordance with the laws of the State of California, without regard to its conflict of law principles.

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Any disputes arising out of or relating to the use of this Site shall be subject to the jurisdiction of the state and federal courts located within California.

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3. No Client Relationship

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Accessing, viewing, or using this Site does not establish a client, advisory, fiduciary, insurance producer, or agency relationship between you and Evercrest Financial Solutions or any of its representatives.

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Any information provided through this Site is general in nature and should not be considered personalized advice or recommendations.

A professional relationship is established only after the completion of any required agreements, disclosures, and applicable regulatory requirements.

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4. Intellectual Property Rights

 

All content appearing on this Site, including but not limited to text, graphics, logos, images, videos, designs, layouts, downloads, documents, and other materials, is the property of Evercrest Financial Solutions unless otherwise indicated.

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Such content is protected by applicable copyright, trademark, and intellectual property laws.

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You may view, download, or print content solely for personal, non-commercial use. You may not reproduce, distribute, modify, publish, transmit, create derivative works from, or otherwise exploit any content from this Site without prior written consent from Evercrest Financial Solutions.

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5. No Guarantees or Warranties

 

While we strive to maintain accurate, current, and reliable information, Evercrest Financial Solutions makes no representations, warranties, or guarantees, whether express or implied, regarding the accuracy, completeness, reliability, suitability, or availability of any content on this Site.

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Information may contain errors, omissions, inaccuracies, or outdated information. Your use of this Site and reliance upon any information provided is entirely at your own risk.

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Past performance of any financial, insurance, or investment-related strategy is not indicative of future results.

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6. Third-Party Websites and Resources

 

This Site may contain links to third-party websites, resources, or services for your convenience and informational purposes.

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Evercrest Financial Solutions does not control, endorse, monitor, or assume responsibility for any content, products, services, policies, or practices of third-party websites.

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Accessing third-party websites is done entirely at your own risk, and we encourage users to review the applicable terms and privacy policies of those sites.

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7. Accessibility Commitment

 

Evercrest Financial Solutions is committed to providing an accessible website experience for all visitors.

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We continuously work to improve accessibility and usability. If you encounter difficulty accessing any content, functionality, or feature on this Site, please contact us so that we may work to address the issue promptly.

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Contact Email: info@evercrestfinancialsolutions.com

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8. Limitation of Liability

 

To the fullest extent permitted by applicable law, Evercrest Financial Solutions, its owners, officers, employees, contractors, affiliates, and representatives shall not be liable for any direct, indirect, incidental, consequential, special, exemplary, or punitive damages arising from or related to:

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• Your use of this Site

• Your inability to access or use this Site

• Reliance upon information contained on this Site

• Technical interruptions, errors, or website outages

• Unauthorized access to or alteration of your information

Your sole remedy for dissatisfaction with this Site is to discontinue its use.

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9. Privacy

 

Your use of this Site is also subject to our Privacy Policy, which explains how information may be collected, used, stored, and protected.

By using this Site, you acknowledge that you have reviewed and agree to the terms outlined in our Privacy Policy.

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10. Modifications to These Terms

 

Evercrest Financial Solutions reserves the right to update, revise, or modify these Terms & Conditions at any time without prior notice.

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Changes become effective immediately upon posting to this page. Your continued use of the Site following any modifications constitutes your acceptance of the revised Terms & Conditions.

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We encourage visitors to review this page periodically to remain informed of any updates.

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Contact Information

 

If you have any questions regarding these Terms & Conditions, please contact us:

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Evercrest Financial Solutions

Email: info@evercrestfinancialsolutions.com

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