Terms of Use

By accessing or using the ComfortPath Retirement website and Retirement Income & Tax Exposure Calculator (collectively, the "Service"), you agree to be bound by these Terms of Use ("Terms"). If you do not agree to these Terms, please do not use the Service.

The calculator and all content provided through this Service are intended solely for educational purposes. The Service:

• Does NOT provide tax, legal, financial, or investment advice
• Does NOT recommend any specific financial products or strategies
• Does NOT guarantee any specific outcomes or results
• Uses simplified assumptions that may not reflect your actual situation

All calculations and estimates are illustrative only and should not be relied upon for making financial decisions. You should consult with qualified tax professionals, financial advisors, and licensed insurance professionals before making any financial decisions.

Use of this Service does not create a professional-client relationship, fiduciary relationship, or advisory relationship between you and ComfortPath Retirement, Jordan Benson, or any affiliated parties. The information provided is general in nature and not tailored to your specific circumstances.

While we strive to provide accurate information, we make no representations or warranties about the accuracy, completeness, or reliability of:

• Calculator results and estimates
• Tax calculations (which use simplified, approximate formulas)
• RMD calculations (based on current-law assumptions that may change)
• Social Security taxation estimates
• Any projections or future-looking statements

Tax laws, regulations, and calculations are complex and subject to change. The calculator uses simplified assumptions and may not account for all factors that affect your individual situation.

By using the Service, you agree to:

• Provide accurate information when using the calculator
• Use the Service only for lawful, personal, non-commercial purposes
• Not attempt to reverse engineer, copy, or replicate the Service
• Not use automated systems to access the Service without permission
• Not misrepresent your identity or affiliation
• Consult with qualified professionals before making financial decisions

All content, features, and functionality of the Service, including but not limited to text, graphics, logos, icons, images, calculations, and software, are the exclusive property of ComfortPath Retirement and are protected by copyright, trademark, and other intellectual property laws.

You may not reproduce, distribute, modify, create derivative works of, publicly display, or otherwise exploit any content from the Service without prior written consent.

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

We do not warrant that the Service will be uninterrupted, error-free, secure, or free of viruses or other harmful components.

TO THE FULLEST EXTENT PERMITTED BY LAW, COMFORTPATH RETIREMENT, JORDAN BENSON, AND ANY AFFILIATED PARTIES SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS, DATA, OR OTHER INTANGIBLE LOSSES, ARISING FROM YOUR USE OF OR INABILITY TO USE THE SERVICE.

IN NO EVENT SHALL OUR TOTAL LIABILITY EXCEED THE AMOUNT YOU PAID TO ACCESS THE SERVICE (IF ANY) OR ONE HUNDRED DOLLARS ($100), WHICHEVER IS LESS.

You agree to indemnify, defend, and hold harmless ComfortPath Retirement, Jordan Benson, and any affiliated parties from and against any claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising from your use of the Service or violation of these Terms.

The Service may contain links to third-party websites or services. We are not responsible for the content, privacy policies, or practices of any third-party sites. Your use of third-party sites is at your own risk.

We reserve the right to modify, suspend, or discontinue the Service (or any part thereof) at any time without notice. We shall not be liable to you or any third party for any modification, suspension, or discontinuation of the Service.

We may revise these Terms at any time by updating this page. Your continued use of the Service after any changes constitutes acceptance of the revised Terms. We encourage you to periodically review these Terms.

These Terms shall be governed by and construed in accordance with the laws of the State of Colorado, without regard to its conflict of law provisions. Any disputes arising from these Terms or the Service shall be resolved in the courts located in Colorado.

If any provision of these Terms is found to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary, and the remaining provisions shall remain in full force and effect.

These Terms, together with our Privacy Policy, constitute the entire agreement between you and ComfortPath Retirement regarding the Service and supersede any prior agreements.

If you have questions about these Terms of Use, please contact us: