Please read these terms carefully before using our website.
Hale and Associates does not warrant anything on this website, although we hope everything is accurate. We do not provide tax, legal, accounting, or investment advice. We are not responsible for any independent decisions made from information found on this website or links provided to external websites. You need to conduct your own research and consult with a representative of Hale and Associates or your own financial professional about your personal situation before making any financial decisions.
Investment advisory services are offered through RLB Financial, a registered investment adviser with the Securities and Exchange Commission (SEC). Insurance products and services are offered through individually licensed and appointed insurance agents—California insurance number OK13849. We cannot accept requests for securities transactions or similar instructions through email. We cannot ensure the security of information e-mailed over the Internet, so you should be careful when transmitting confidential information such as account numbers and security holdings. An encrypted email can be requested.
Hale and Associates provides links from its website to various third party sites which may enable you to obtain locations and information outside of our control. We neither control nor endorse such other websites, nor have we reviewed or approved any content appearing on them. Hale and Associates does not assume any responsibility or liability for any materials available at these websites, or for the completeness, availability, accuracy, legality or decency of these sites.
By accessing and using the Hale and Associates website, you agree to be bound by these Terms & Conditions. If you do not agree to these terms, please do not use this website.
All content on this website, including text, graphics, logos, images, and software, is the property of Hale and Associates, LLC and is protected by United States and international copyright, trademark, and other intellectual property laws.
Hale and Associates shall not be liable for any direct, indirect, incidental, consequential, or punitive damages arising out of your access to or use of this website. This includes, without limitation, any damages resulting from errors, omissions, or inaccuracies in the content provided.
This website integrates Calendly, a third‑party scheduling tool provided by Calendly LLC, to facilitate appointment booking. When you use the scheduling feature, you are also subject to Calendly's Terms of Use. Calendly may place cookies on your device to enable scheduling functionality. By using the scheduling feature on our website, you consent to Calendly's use of cookies as described in our Privacy & Cookie Policy.
Hale and Associates reserves the right to modify these Terms & Conditions at any time. Changes will be effective immediately upon posting to this website. Your continued use of the website following any changes constitutes your acceptance of the revised terms.
If you have questions about these Terms & Conditions, please contact us:
Hale & Associates LLC
333 N. Alabama St. Suite 350
Indianapolis, IN 46204
P: 800.941.7531