Last Updated: January 2024
Welcome to Finance Active Hub. By accessing our website or using our financial planning, wealth management, and advisory services, you agree to be bound by these Terms and Conditions. Finance Active Hub operates out of Dallas, Texas, and serves clients across the USA.
We offer Personal Financial Planning, Investment Management, Wealth Management, Retirement Planning, Tax Planning & Advisory, and Loan & Credit Solutions. All services are tailored to individual client profiles and are not a guarantee of specific financial returns.
Investments are subject to market risks. While our expert advisors utilize modern 2026-standard analytics and AI-driven insights to optimize your portfolio, the value of investments can go down as well as up. Finance Active Hub is not liable for market-based losses.
Clients must provide accurate, up-to-date information regarding their financial status, risk tolerance, and goals. Failure to provide accurate information may result in suboptimal financial strategies.
Our fee structure is transparent and will be communicated prior to any engagement. Fees may be based on a percentage of Assets Under Management (AUM) or a flat retainer, depending on the service selected.
Your use of our services is also governed by our Privacy Policy. We ensure bank-grade security for all your personal and financial data.
Finance Active Hub reserves the right to amend these terms at any time. Continued use of our services after changes constitutes acceptance of the new terms.