Spirit West Certified Planning, LLC is a licensed legal document preparer business. Our CLDP individuals are certified by the Arizona Supreme Court's Certification and Licensing Division to prepare legal documents for people and businesses. A legal document preparer is not a lawyer and they can not offer legal advice, but they can provide general information pertaining to legal rights, procedures and options available.
Our legal document preparation, is affordable and efficient. Although client information is confidential, we do not have attorney-client privilege. If you need legal advice, you will be referred to an attorney. Estate Planning services are offered by Spirit West Certified Planning, LLC. Insurance and tax planning services are also available through Spirit West Certified Planning, LLC but not obligatory. Spirit West Advisors, LLC, a Registered Investment Advisor in the State of Arizona. Spirit West Certified Planning LLC, and Spirit West Advisors LLC are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Arizona or where otherwise legally permitted. Spirit West Certified Planning, LLC and Spirit West Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to Spirit West Certified Planning, LLC and Spirit West Advisors, LLC. Unauthorized use of the material is prohibited.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Spirit West Certified Planning, LLC and Spirit West Advisors, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness.Privacy Policy
At Spirit West Certified Planning, LLC and Spirit West Advisors, LLC, we value your privacy. Because our Web site permits individuals to submit information via e-mail, we have this Privacy Policy to inform users/viewers of our Web site about our policies and practices regarding such information.
Spirit West Certified Planning, LLC & Spirit West Advisors, LLC fo not collect personally identifying information (such as a user's name, address, telephone number or email address) about users of our Web site, except when specifically and knowingly provided by such users. For example, users of our Web site are able to fill out a form requesting more information These messages are forwarded to the appropriate persons at Spirit West Certified Planning, LLC, to respond, at their discretion, to the questions or comments. In addition, when a user sends an e-mail message to Spirit West Certified Planning, LLC & Spirit West Advisors LLC, and such user indicates an interest in advertising services or we believe such user may have an interest in advertising services, contact information provided by such a user may also be used for purposes of communicating with such user through email or mail or phone.
We will not share personally identifiable information with third parties.
We may use personally identifiable information from user emails sent to us to contact users in the limited circumstances noted above.
Spirit West Certified Planning, LLC & Spirit West Advisors, LLC are committed to taking reasonable steps to ensure the security of your information. To prevent unauthorized access, maintain data accuracy, and ensure the appropriate use of information, we have put in place appropriate physical, electronic, and managerial procedures to safeguard and secure the information provided to Spirit West Certified Planning, LLC & Spirit West Advisors, LLC
Please note that no data transmission over the Internet is 100% secure. As a result, we cannot guarantee the security of the information that you transmit via our online services.
Please note that we reserve the right to access and/or disclose the user information discussed herein (including personal information) as required by courts and/or administrative agencies and to the extent required to permit us to investigate suspected fraud, harassment or other violations of law or our web site rules or policies.
By using this web site, you consent to our use of your personally identifiable information and non-personal data as specified above. If Spirit West Certified Planning, LLC & Spirit West Advisors, LLC decide to change this Privacy Policy, we will post those changes on this page, so you are always aware of what information we collect, how we use it and under what circumstances we disclose it.
To have us correct any personally identifiable information in our possession that you believe may be incorrect, contact us by email-or at the postal address provided below.
You may email our Privacy Administrator with any further questions or concerns regarding this Privacy Policy or any use of your personally identifying information at Amelia@spiritwestplanning.com or write to:
4147 N. Goldwater Blvd
Suite 101
Scottsdale, AZ 85251
We, the Operators of this Website, provide it as a public service to our users.
Please carefully review the following basic rules that govern your use of the Website. Please note that your use of the Website constitutes your unconditional agreement to follow and be bound by these Terms and Conditions of Use. If you (the “User”) do not agree to them, do not use the Website, provide any materials to the Website or download any materials from them.
The Operators reserve the right to update or modify these Terms and Conditions at any time without prior notice to User. Your use of the Website following any such change constitutes your unconditional agreement to follow and be bound by these Terms and Conditions as changed. For this reason, we encourage you to review these Terms and Conditions of Use whenever you use the Website.
These Terms and Conditions of Use apply to the use of the Website and do not extend to any linked third party sites. These Terms and Conditions and our Privacy Policy, which are hereby incorporated by reference, contain the entire agreement (the “Agreement”) between you and the Operators with respect to the Website. Any rights not expressly granted herein are reserved.
You may use the Website for the sole purpose of sharing and exchanging ideas with other Users. You may not use the Website to violate any applicable local, state, national, or international law, including without limitation any applicable laws relating to antitrust or other illegal trade or business practices, federal and state securities laws, regulations promulgated by the U.S. Securities and Exchange Commission, any rules of any national or other securities exchange, and any U.S. laws, rules, and regulations governing the export and re-export of commodities or technical data.
You may not upload or transmit any material that infringes or misappropriates any person’s copyright, patent, trademark, or trade secret, or disclose via the Website any information the disclosure of which would constitute a violation of any confidentiality obligations you may have. You may not upload any viruses, worms, Trojan horses, or other forms of harmful computer code, nor subject the Website’s network or servers to unreasonable traffic loads, or otherwise engage in conduct deemed disruptive to the ordinary operation of the Website.
You are strictly prohibited from communicating on or through the Website any unlawful, harmful, offensive, threatening, abusive, libelous, harassing, defamatory, vulgar, obscene, profane, hateful, fraudulent, sexually explicit, racially, ethnically, or otherwise objectionable material of any sort, including, but not limited to, any material that encourages conduct that would constitute a criminal offense, give rise to civil liability, or otherwise violate any applicable local, state, national, or international law.
You are expressly prohibited from compiling and using other Users’ personal information, including addresses, telephone numbers, fax numbers, email addresses or other contact information that may appear on the Website, for the purpose of creating or compiling marketing and/or mailing lists and from sending other Users unsolicited marketing materials, whether by facsimile, email, or other technological means.
You also are expressly prohibited from distributing Users’ personal information to third-party parties for marketing purposes. The Operators shall deem the compiling of marketing and mailing lists using Users’ personal information, the sending of unsolicited marketing materials to Users, or the distribution of Users’ personal information to third parties for marketing purposes as a material breach of these Terms and Conditions of Use, and the Operators reserve the right to terminate or suspend your access to and use of the Website and to suspend or revoke your membership in the consortium without refund of any membership dues paid.
The Operators note that unauthorized use of Users’ personal information in connection with unsolicited marketing correspondence also may constitute violations of various state and federal anti-spam statutes. The Operators reserve the right to report the abuse of Users’ personal information to the appropriate law enforcement and government authorities, and the Operators will fully cooperate with any authorities investigating violations of these laws.
The Operators do not want to receive confidential or proprietary information from you through the Website. Any material, information, or other communication you transmit or post (“Contributions”) to the Website will be considered non-confidential.
All contributions to this site are licensed by you under the MIT License to anyone who wishes to use them, including the Operators.
If you work for a company or at a University, it’s likely that you’re not the copyright holder of anything you make, even in your free time. Before making contributions to this site, get written permission from your employer.
The Operators may, but are not obligated to, monitor or review any areas on the Website where users transmit or post communications or communicate solely with each other, including but not limited to user forums and email lists, and the content of any such communications. The Operators, however, will have no liability related to the content of any such communications, whether or not arising under the laws of copyright, libel, privacy, obscenity, or otherwise. The Operators may edit or remove content on the Website at their discretion at any time.
Information submitted to the Website is governed according to the Operators’s current Privacy Policy and the stated license of this website.
You agree to provide true, accurate, current, and complete information when registering with the Website. It is your responsibility to maintain and promptly update this account information to keep it true, accurate, current, and complete. If you provides any information that is fraudulent, untrue, inaccurate, incomplete, or not current, or we have reasonable grounds to suspect that such information is fraudulent, untrue, inaccurate, incomplete, or not current, we reserve the right to suspend or terminate your account without notice and to refuse any and all current and future use of the Website.
Although sections of the Website may be viewed simply by visiting the Website, in order to access some Content and/or additional features offered at the Website, you may need to sign on as a guest or register as a member. If you create an account on the Website, you may be asked to supply your name, address, a User ID and password. You are responsible for maintaining the confidentiality of the password and account and are fully responsible for all activities that occur in connection with your password or account. You agree to immediately notify us of any unauthorized use of either your password or account or any other breach of security. You further agree that you will not permit others, including those whose accounts have been terminated, to access the Website using your account or User ID. You grant the Operators and all other persons or entities involved in the operation of the Website the right to transmit, monitor, retrieve, store, and use your information in connection with the operation of the Website and in the provision of services to you. The Operators cannot and do not assume any responsibility or liability for any information you submit, or your or third parties’ use or misuse of information transmitted or received using website. To learn more about how we protect the privacy of the personal information in your account, please visit our Privacy Policy.
You agree to defend, indemnify and hold harmless the Operators, agents, vendors or suppliers from and against any and all claims, damages, costs and expenses, including reasonable attorneys’ fees, arising from or related to your use or misuse of the Website, including, without limitation, your violation of these Terms and Conditions, the infringement by you, or any other subscriber or user of your account, of any intellectual property right or other right of any person or entity.
These Terms and Conditions of Use are effective until terminated by either party. If you no longer agree to be bound by these Terms and Conditions, you must cease use of the Website. If you are dissatisfied with the Website, their content, or any of these terms, conditions, and policies, your sole legal remedy is to discontinue using the Website. The Operators reserve the right to terminate or suspend your access to and use of the Website, or parts of the Website, without notice, if we believe, in our sole discretion, that such use (i) is in violation of any applicable law; (ii) is harmful to our interests or the interests, including intellectual property or other rights, of another person or entity; or (iii) where the Operators have reason to believe that you are in violation of these Terms and Conditions of Use.
The Website may contain links to sites owned or operated by independent third parties. These links are provided for your convenience and reference only. We do not control such sites and, therefore, we are not responsible for any content posted on these sites. The fact that the Operators offer such links should not be construed in any way as an endorsement, authorization, or sponsorship of that site, its content or the companies or products referenced therein, and the Operators reserve the right to note its lack of affiliation, sponsorship, or endorsement on the Website. If you decide to access any of the third party sites linked to by the Website, you do this entirely at your own risk. Because some sites employ automated search results or otherwise link you to sites containing information that may be deemed inappropriate or offensive, the Operators cannot be held responsible for the accuracy, copyright compliance, legality, or decency of material contained in third party sites, and you hereby irrevocably waive any claim against us with respect to such sites.
In the event you believe that material or content published on the Website may infringe on your copyright or that of another, please contact us by mail or email: Amelia@spiritwestplanning.com
4147 N. Goldwater Blvd.
Ste 101
Scottsdale, AZ 85251
Revised 01/12/2020
