Terms of Use

These Terms govern your use of bluepinebundle.com and your purchase of services from Blue Pine Fiduciary LLC ("Blue Pine Fiduciary"). By using the website, you agree to these Terms. Effective date: 2026-10-23.

Company

Blue Pine Fiduciary LLC, registration 202250318847, 13124 RED DOG RD. [email protected] · +14154846859.

Our services

Blue Pine Fiduciary offers financial consulting in a fiduciary capacity, meaning our recommendations are made in the client's best interest. Our services include personal financial planning, wealth management, and retirement and succession planning, offered as integrated service packages that support ongoing follow-up of a family's finances.

The scope of each engagement is confirmed with you before the service begins. The general information on this website does not replace personalized guidance given within an engagement.

Eligibility

You must be at least 18 years old to buy our services.

Orders, prices and payment

The full price of each package is shown in U.S. dollars, or in the currency displayed, before you complete checkout. Prices include the charges described at checkout, and no hidden fees are added afterward. An order is confirmed when payment is approved.

Our website does not sell automatically renewing subscriptions. If a package includes services delivered over a period of time, the total price, any recurring amount, the billing interval and how to cancel will be stated plainly before you pay.

We may cancel orders that contain pricing errors or that we suspect are fraudulent. In that case, we will refund any amount paid.

Refunds

Refunds are handled under our Refund Policy, which explains the refund period and how to make a request.

No guarantee of results

Financial outcomes depend on individual factors, including your circumstances, decisions and market conditions. We do not promise specific results, investment returns, savings or retirement outcomes.

Intellectual property

All content on the website belongs to Blue Pine Fiduciary or its licensors and may not be copied without permission.

Limitation of liability

To the extent permitted by law, we are not liable for indirect or consequential damages. Nothing in these Terms limits any rights you have under consumer protection laws.

Governing law

These Terms are governed by the laws of the State of Delaware, United States.

Contact

[email protected] · +14154846859 · 13124 RED DOG RD.