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(408) 438-6040 · info@avanti.financial

AVANTI

Terms of Use

Last updated: September 24, 2026

Draft for legal review. This page follows the section structure and disclosures common to financial-services and advisory websites (acceptance of terms, no-advice disclaimer, IP, liability, governing law). It has not yet been reviewed by counsel — in particular, confirm the correct legal entity name(s), state of formation, and governing-law state before publishing.

Contents

  1. 1. Acceptance of These Terms
  2. 2. Who We Are
  3. 3. Changes to These Terms
  4. 4. Use of the Website
  5. 5. No Professional Advice; No Offer
  6. 6. Inquiries & the Discovery Form
  7. 7. Intellectual Property
  8. 8. Third-Party Links
  9. 9. Disclaimer of Warranties
  10. 10. Limitation of Liability
  11. 11. Indemnification
  12. 12. Governing Law
  13. 13. General Provisions
  14. 14. Contact Us

1. Acceptance of These Terms

These Terms of Use govern your access to and use of avanti.financial (the “Website”). By using the Website, you agree to these terms. If you do not agree, please do not use the Website.

2. Who We Are

The Website is operated by Avanti, referring collectively to Avanti Processing LLC and its Avanti Legacy Financial division (“Avanti,” “we,” “us,” or “our”). You can reach us using the contact details in Section 14.

3. Changes to These Terms

We may revise these terms from time to time. Changes take effect when posted, with the “Last updated” date above reflecting the most recent revision. Continued use of the Website after changes are posted constitutes acceptance of the revised terms.

4. Use of the Website

You agree to use the Website only for lawful purposes and in a manner that does not infringe the rights of, or restrict or inhibit the use of the Website by, anyone else. You agree not to attempt to gain unauthorized access to the Website, interfere with its security or normal operation, or extract content through automated means without our consent.

5. No Professional Advice; No Offer

Content on this Website is provided for general informational purposes only. It is not personalized financial, investment, tax, legal, or insurance advice, and should not be relied upon as such. Nothing on this Website constitutes an offer or solicitation to buy or sell any security, insurance product, or financial service in any jurisdiction where Avanti is not appropriately licensed or registered to do so.

Any specific recommendation, quote, or insurance or financial product is subject to a separate engagement, application, underwriting, and — where applicable — suitability review, and is governed by its own agreements and disclosures, not by this Website. Using this Website, or submitting an inquiry through it, does not by itself create a client, advisory, agency, or fiduciary relationship with Avanti. Where securities or investment-advisory services are involved, Avanti coordinates with appropriately registered professionals rather than providing those services directly through this Website.

You should consult your own qualified tax, legal, and financial professionals before making any decision based on information referenced on this Website.

6. Inquiries & the Discovery Form

Submitting the discovery form or another inquiry does not guarantee a particular response time and does not, by itself, establish a client relationship. Please do not include Social Security numbers, account credentials, medical information, or other highly sensitive personal or financial information in any message submitted through the Website.

7. Intellectual Property

The Website's text, design, graphics, and the “Avanti,” “Avanti Processing,” and “Avanti Legacy Financial” names and marks are owned by Avanti or its licensors. You may view and print Website content for personal, non-commercial reference, but may not reproduce, distribute, or create derivative works from it without our prior written consent.

8. Third-Party Links

The Website may link to third-party websites for your convenience. We do not control and are not responsible for the content, accuracy, or practices of those sites.

9. Disclaimer of Warranties

The Website is provided “as is” and “as available,” without warranties of any kind, express or implied, including as to accuracy, completeness, or fitness for a particular purpose, to the fullest extent permitted by law.

10. Limitation of Liability

To the fullest extent permitted by law, Avanti will not be liable for any indirect, incidental, consequential, or special damages arising from your use of, or inability to use, the Website, even if advised of the possibility of such damages.

11. Indemnification

You agree to indemnify and hold Avanti harmless from claims, losses, and expenses (including reasonable attorneys' fees) arising from your misuse of the Website or violation of these terms.

12. Governing Law

These terms are governed by the laws of the State of California, without regard to its conflict-of-laws principles. [Confirm this is the correct state of formation / principal place of business before publishing.]

13. General Provisions

If any provision of these terms is found unenforceable, the remaining provisions will remain in full effect. These terms, together with our Privacy Policy, make up the entire agreement between you and Avanti regarding use of the Website.

14. Contact Us

Avanti
Phone: (408) 438-6040
Email: info@avanti.financial

Avanti — Integrated Financial Services

People. Opportunity. Freedom. Legacy.

Divisions

Avanti Processing Avanti Legacy Financial Integrated Planning

Company

About Our Approach Insights (coming soon)

Contact

(408) 438-6040 info@avanti.financial Serving clients by appointment

Legal

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