Terms of Use & Disclosures

Terms of Use for Movingtotaxfree.com Website

This site has been designed for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced upon the site. Such offers can only be made where lawful under applicable law. The services and information provided through this site are for personal, noncommercial use display. Moving to Tax-Free, LLC does not intend to provide investment advice through this site and does not represent that the securities or services discussed are suitable for any investor. Investors are advised not to rely on any information contained in the site in the process of making a fully informed investment decision without first seeking guidance from an independent professional financial planner. This site does not intend to render tax or legal advice.

This site has been published in the United States for residents of the United States. This site is not intended for use by, or to provide any information to, investors outside of the United States. Moving to Tax-Free, LLC reserves the right to require proof of residence from any user accessing the site and requesting information. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. No security, investment advisory service, or other product or service will be offered or sold in any jurisdiction in which such offer or solicitation, purchase, or sale, would be contrary to the securities laws or other local laws and regulations. U.S. investors should be advised that not all investments discussed on this site may be available in all states.

News, views, opinions, recommendations, and other information obtained from sources outside of Moving to Tax-Free, LLC are believed to be reliable, but we cannot guarantee its accuracy or completeness. All such information is subject to change at any time without notice.

Your Right to Use The Site

We grant you a limited, non-transferable right to view, store, bookmark, download and print pages of the Site solely for your personal, noncommercial purposes, provided that if you copy any materials from the site, you must not REMOVE any copyright or other proprietary notices from such copies.

All of the Site’s contents (including, but not limited to, text, graphics, audio clips, logos, buttons, images, downloads, data compilations, software, icons, html codes, and xml codes), as well as all copyright, trademark, and other rights therein, are owned by Moving to Tax-Free, LLC or its third-party information providers by the United States and international intellectual property laws.

Limitation of Liability

The accuracy, completeness and timeliness of the information contained on this site cannot be guaranteed. Moving to Tax-Free, LLC does not warranty, guarantee or make any representations, or assume any liability with regard to financial results based on the use of the information in the site.

Moving to Tax-Free, LLC is not liable for any harm caused by the transmission, through accessing the services or information on this site, of a computer virus, or other computer code or programming device that might be used to access, delete, damage, disable, disrupt, or otherwise impede in any manner, the operation of the site or of any user’s software, hardware, data, or property. The use of this web site is at your own risk.

Under no circumstances shall Moving to Tax-Free, LLC or any of its members, managers, principals, officers, directors, employees, attorneys, advisors, representatives, affiliates, agents, suppliers, or successors be liable to any person for any direct, special, incidental, punitive, indirect or consequential damages (including, but not limited to, loss of profits or revenues, lost data or information, loss of use of the site, business interruption, loss of business reputation or goodwill, costs of substitute services or downtime costs) resulting from access to or other use of the Site or reliance upon any information presented on the Site, even if Moving to Tax-Free, LLC is informed in advance of the possibility of such damages and notwithstanding any failure of essential purpose of any limited remedy. Some jurisdictions may not allow certain limitation of liability, so the above limitations may not apply to you. Our liability in such case shall be limited to the greatest extent permitted by applicable law.

Disclaimer of Warranty

We are providing access to the Site and its contents as a convenience to you. The Site and its contents are provided, “AS IS.” The data, information, and content on the Site are for informational and educational purposes only. All illustrations are for informational purposes only. You acknowledge and agree that Moving to Tax-Free, LLC is not acting as a fiduciary capacity, nor is any fiduciary relationship created, as a result of your use of, or access to, the Site. All Site content is presented only as the date published or indicated and may be superseded by subsequent market events or for other reasons. In additions, you are responsible for ensuring that the cache settings on your browsers are set to allow you to receive the most recent Site content. Neither we nor any of our suppliers assume any responsibility for the accuracy of any information contained on the Site, for any interruptions or errors in accessing the Site, or for any viruses or other harmful components contained on the Site or the server from which the Site is made available. We assume no responsibility for the timeliness, accuracy or truthfulness of Site content derived from unaffiliated third-party sources. We reserve the right to revise the Site or withdraw access to the Site at any time. NEITHER HWM NOR ITS SUPPLIERS MAKE ANY WARRANTY OF ANY KIND WITH RESPECT TO THE SITE, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT OR ANY WARRANTIES ARISING FROM A COURSE OF PERFORMANCE, A COURSE OF DEALING OR TRADE USAGE.


You agree to indemnify, defend, and hold Moving to Tax-Free, LLC and any member, manager, principal, officer, director, employee, affiliate, agent, supplier, and successor of Moving to Tax-Free, LLC harmless from and against any and all claims, liabilities, damages, losses, and expenses (including, but not limited to, reasonable fees and costs for attorneys and investigations) arising out of, based on, or in connection with your access to or other use of the Site.

Governing Law and Jurisdiction

These Terms of Use, and all matters arising, directly or indirectly, from your access to or other use of the Site shall be governed by and construed in accordance with the laws of Arizona, without regard to conflict of law rules. You hereby submit to the exclusive jurisdiction of the state courts located in Yavapai County, Arizona, and waive any jurisdictional, venue or inconvenient forum objections to such courts. A printed version of these Terms of Use shall be admissible in judicial or administrative proceedings based on or relating to these Terms of Use to the same extent and subject to the same conditions as other business documents and records originally generated and maintained in printed form.


If any provision of these Terms of Use is held to be illegal, invalid, or unenforceable, such illegality, invalidity, or unenforceability shall apply only to such provision and shall not in the manner affect or render illegal, invalid, or unenforceable any other provision of these Terms of Use, and that provision and these Terms of Use generally shall be reformed, construed and enforced so as to most nearly give lawful effect to the intent of the parties as initially expressed in these Terms of Use.

Entire Agreement

These Terms of Use constitute the entire agreement between you and us with respect to the Site, and supersede all prior or contemporaneous communications and proposals, whether oral, written or electronic, between you and us with respect to the Site; provided, however, that to the extent you are permitted to access services offered through the Site by us or our third-party providers, your use of such services shall be subject to any additional terms of use applicable to such services.

Linked Sites

“Hypertext links” and/or “hyperlinks” to or from other Internet sites, may be included at times as a convenience to the user. Moving to Tax-Free, LLC assumes no responsibility for the content of any linked site. The fact that such links may exist does not indicate approval or endorsement of any material contained on any linked site.

Social Media

We provide additional information about our services and events on social media sites such as Facebook, YouTube, and LinkedIn. Information shared on these social media sites is accessible to all; therefore, you should never post any personal data. Concurrently, we provide educational resource material on Protecting & Preserving Wealth podcast with Bruce Hosler.

Financial advice is for informational purposes only and not for the purpose of providing personalized financial advice. Nothing within Moving to Tax-Free, LLC podcasts, advertisements, videos, informational/social postings, or social media platforms constitutes a relationship with Moving to Tax-Free, LLC, Bruce Hosler or Hosler Wealth Management, LLC’s advisors. In no event shall Moving to Tax-Free, LLC, Hosler Wealth Management, LLC or Protecting & Preserving Wealth with Bruce Hosler be liable for any special, indirect, or consequential damages or any damages whatsoever resulting from loss of use, data, or profits arising out of or in connection with the availability, use or performance of any information communicated in any podcasts, individual advertisement(s), video(s) or informational/social posting(s) to any of Moving to Tax-Free, LLC or Hosler Wealth Management’s, LLC company social media platforms (i.e., Facebook, YouTube, LinkedIn, and all podcasts platforms). Moving to Tax-Free, LLC and Hosler Wealth Management, LLC assumes no liability for property damages or injury incurred as a result of any information contained in any of Moving to Tax-Free, LLC or Hosler Wealth Management, LLC’s advertisements, informational/social postings, videos, and podcasts. Use this information at your own risk. In addition, we cannot guarantee the accuracy, completeness, and timeliness of the information contained in any social media post, written, video or podcast productions. Moving to Tax-Free, LLC and Hosler Wealth Management, LLC and Protecting & Preserving Wealth with Bruce Hosler podcast does not warranty, guarantee, or make any representations or assume any liability with regard to financial results based on the use of the information in any podcast episode.

Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. 700 S. Montezuma Street, Prescott, AZ 86303. Phone: 928.778.7666. The Financial Advisors associated with this website may discuss and/or transact business only with residents in states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Fixed insurance products and services are separate from and not offered through Commonwealth. Tax preparation and accounting services offered by Hosler Wealth Management, LLC are separate and unrelated to Commonwealth. Commonwealth Financial Network® does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.

Investor Education

FINRA Rule 2267
The Financial Industry Regulation authority runs a public disclosure program known as BrokerCheck that provides information about brokerage firms and their registered persons. To obtain an investor brochure that includes information about BrokerCheck or to obtain additional information, contact the FINRA public disclosure hotline at (800) 289-9999 or visit the BrokerCheck website. FINRA’s general website is located at www.finra.org/ .

SIPC Information

FINRA Rule 2266
You may obtain information about the Securities Investor Protection Corporation (SIPC), including a copy of the SIPC brochure, by calling them at (202) 371-8300 or visiting their website.

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