Effective Date: 10/1/2026

These Terms and Conditions (“Terms”) govern your use of rogerfishel.com (the “Site”) and any text messaging program offered by Roger Fishel Financial (“we”, “our”, or “us”). By using the Site or opting in to our text messages, you agree to these Terms.

1. Text Messaging (SMS) Program

Program name: Roger Fishel Financial

Program description: When you provide your mobile number and agree to receive text messages, for example through our website chat, forms or calculators, Roger Fishel Financial may send you text messages related to your inquiry, appointment scheduling and reminders, follow-up on information you requested, and information about our services.

2. Educational Information Only

The content on this Site, including articles, videos, calculators and reports, is provided for general educational purposes only. It is not a recommendation, and it is not tax, legal or investment advice for your specific situation. Calculator results are hypothetical estimates based on the assumptions shown and are not guarantees of future results. Neither the firm nor its agents or representatives may give tax or legal advice. Please consult a qualified professional before making any financial decisions.

3. No Offer or Solicitation

Nothing on this Site is an offer to sell, or a solicitation of an offer to buy, any security or insurance product. Products and services may not be available in all states.

4. Use of the Site

You agree to use the Site only for lawful purposes and not to interfere with its operation or attempt to gain unauthorized access to any part of it. You agree that information you submit through the Site is accurate and that you are authorized to provide it.

5. Intellectual Property

All content on this Site, including text, graphics, logos, videos and tools, is owned by or licensed to Roger Fishel Financial and is protected by copyright and other laws. You may view and print content for your personal, non-commercial use. Any other use requires our written permission.

6. Third-Party Links and Services

The Site may link to or use services provided by third parties, such as scheduling, chat and video platforms. We are not responsible for the content or practices of third-party sites and services, and your use of them is subject to their own terms and policies.

7. Disclaimer and Limitation of Liability

The Site and its content are provided “as is” without warranties of any kind. To the fullest extent permitted by law, Roger Fishel Financial is not liable for any damages arising from your use of, or inability to use, the Site or its content, or from any decision made based on information on the Site.

8. Governing Law

These Terms are governed by the laws of the State of Florida, without regard to its conflict of law rules.

9. Changes to These Terms

We may update these Terms from time to time. The effective date at the top of this page shows when they were last updated. Continued use of the Site or our text messaging program after changes means you accept the updated Terms.

10. Contact Us

Roger Fishel Financial
601 Market St #470494, Kissimmee, FL 34747
(407) 974-7100
rfishel@rogerfishel.com

Cover of the free guide 7 Retirement Tax Mistakes That Could Cost You Thousands by Roger Fishel

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7 Retirement Tax Mistakes That Could Cost You Thousands

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