Terms of Service

Effective Date: August 31, 2026

Please read these Terms of Service carefully before using the BluePeak Retirement Resource website, forms, content, or related services.

Acceptance of Terms

By accessing this website, submitting information through our forms, or otherwise using BluePeak Retirement Resource, you agree to these Terms of Service.

If you do not agree to these Terms, please do not use this website or submit information through our services.

Description of Services

BluePeak Retirement Resource provides retirement related information and helps connect individuals with financial professionals who may be able to assist with their retirement planning needs.

Our services may include:

• Collecting information about your retirement goals, financial priorities, and general circumstances
• Reviewing information you voluntarily submit
• Connecting you with a financial professional who may be able to assist you
• Providing educational information related to retirement planning and financial topics
• Facilitating communications or appointment scheduling with financial professionals

BluePeak Retirement Resource does not itself provide investment, tax, legal, insurance, or personalized financial advice.

Submitting information through this website does not establish an advisory, fiduciary, brokerage, insurance, or other professional relationship.

Financial Professional Referrals

When you submit information through BluePeak Retirement Resource, your information may be provided to one or more financial professionals or organizations for the purpose of responding to your inquiry.

Please understand:

• Financial professionals who contact you are responsible for the services, advice, recommendations, and financial products they may provide or discuss.
• BluePeak Retirement Resource does not guarantee that any particular financial professional, strategy, service, or product is appropriate for you.
• BluePeak Retirement Resource does not guarantee investment performance or retirement outcomes.
• You are under no obligation to engage a financial professional or purchase any product or service as a result of submitting information through this website.
• You should independently evaluate any financial professional and any recommendations provided before making financial decisions.

No Financial Advice

Content provided through BluePeak Retirement Resource is intended for general informational and educational purposes only.

Nothing on this website should be interpreted as individualized financial, investment, insurance, tax, accounting, or legal advice.

Financial strategies and products may not be appropriate for every individual. Before making financial decisions, you should consider consulting with qualified professionals who can evaluate your individual circumstances.

No Guarantee of Results

BluePeak Retirement Resource makes no guarantee regarding:

• Investment returns
• Retirement income
• Financial outcomes
• Eligibility for financial products or services
• Availability of particular strategies or products
• The suitability of any financial professional
• Results that may arise from working with a financial professional

Any examples, illustrations, projections, or educational information presented through this website should not be interpreted as guarantees of future performance.

User Responsibilities

When using BluePeak Retirement Resource, you agree to:

• Provide accurate and truthful information
• Use the website only for lawful purposes
• Not intentionally submit false or misleading information
• Not impersonate another person or entity
• Not interfere with or attempt to disrupt the operation or security of the website
• Not attempt to gain unauthorized access to systems or information associated with the website

Communications Consent

If you provide your telephone number or email address and consent to communications, you may receive calls, text messages, or emails from BluePeak Retirement Resource and its representatives regarding your inquiry.

Communications may include:

• Confirmation that your information was received
• Follow up regarding your retirement interests
• Appointment or scheduling information
• Responses to questions or requests
• Educational information related to retirement planning
• Communications from financial professionals regarding your inquiry

Your consent to receive marketing communications is not a condition of purchasing any product or service.

Message and data rates may apply.

SMS Messaging Terms

Message frequency may vary depending on your inquiry and interactions with our representatives.

You may opt out of text messages at any time by replying STOP.

You may also use other commonly recognized opt out commands, including CANCEL, END, QUIT, or UNSUBSCRIBE.

After opting out, you may receive a final message confirming that your request has been processed.

You will not receive additional marketing text messages unless you provide consent again.

Privacy

Your use of BluePeak Retirement Resource is also subject to our Privacy Policy.

Our Privacy Policy describes the types of information we collect, how information may be used and shared, advertising and analytics technologies used by the website, and the privacy choices available to users.

Intellectual Property

Unless otherwise indicated, the content made available through BluePeak Retirement Resource, including text, graphics, logos, design elements, images, and other website materials, is owned by or licensed to the operator of BluePeak Retirement Resource.

You may use the website and its content for your personal, noncommercial use.

You may not reproduce, distribute, modify, sell, republish, or create derivative works from website content without prior written permission from the applicable rights holder.

Third Party Services and Links

BluePeak Retirement Resource may use or link to services operated by other companies, including form providers, scheduling platforms, analytics providers, advertising platforms, financial service providers, and other websites.

We do not control the privacy, security, availability, content, or business practices of third party websites or services.

Your use of a third party service may be governed by that company's own terms and privacy policies.

Website Availability

We attempt to keep BluePeak Retirement Resource accessible and functioning properly, but we do not guarantee uninterrupted or error free access.

We may modify, suspend, discontinue, or restrict portions of the website or our services at any time.

Limitation of Liability

To the fullest extent permitted by applicable law, BluePeak Retirement Resource, its operator, affiliates, officers, employees, contractors, and representatives will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages arising from or related to your use of this website or services.

This includes, without limitation, losses arising from:

• Financial decisions made using information obtained through the website
• Advice, recommendations, products, or services provided by a financial professional
• Errors or inaccuracies in website content
• Loss or unauthorized access to information
• Website outages or interruptions
• Third party websites, platforms, or services

Nothing in these Terms is intended to exclude liability that cannot legally be excluded under applicable law.

Indemnification

To the extent permitted by applicable law, you agree to indemnify and hold harmless BluePeak Retirement Resource, its operator, affiliates, employees, contractors, and representatives from claims, damages, losses, liabilities, and reasonable expenses arising from your misuse of the website, violation of these Terms, or violation of applicable law.

Changes to These Terms

We may update these Terms periodically to reflect changes to our website, services, business practices, or legal requirements.

Updated Terms will be posted on this page with a revised effective date.

Your continued use of the website following an update constitutes acceptance of the revised Terms.

Governing Law

These Terms will be governed by the laws of the State of Colorado, without regard to conflict of law principles.

Any disputes relating to these Terms will be subject to the jurisdiction of the appropriate courts located in El Paso County Colorado.

Severability

If any provision of these Terms is determined to be invalid or unenforceable, that provision will be limited or removed only to the extent necessary.

The remaining provisions will continue in full force and effect.

Contact Us

Questions regarding these Terms of Service may be directed to:

BluePeak Retirement Resource Email: [CONTACT EMAIL] Phone: [PHONE NUMBER, IF DESIRED]