Last updated: August 04, 2026
Welcome to portfoliofinancialservices-2.proxy.tracklysms.com. By accessing or using this website, you agree to be bound by these Terms & Conditions ("Terms"). If you do not agree with these Terms, please do not use this website.
By accessing and using the Portfolio Financial Services website located at portfoliofinancialservices-2.proxy.tracklysms.com and subscribing to our SMS program, you agree to be bound by these Terms of Use. You agree to use this website and any content provided solely for lawful purposes. You shall not use this site or our SMS service to transmit any unlawful, harmful, threatening, abusive, or otherwise objectionable material, or in any manner that could damage, disable, or impair the site or interfere with any other party's use. We reserve the right to terminate your access to the site or SMS program at our sole discretion, without notice, for conduct that we believe violates these Terms or is harmful to other users, us, or third parties.
Permission is granted to temporarily access and view the content on the Portfolio Financial Services website and within SMS messages for personal, non-commercial, informational use only. This is the grant of a limited license, not a transfer of title. Under this license, you may not modify, reproduce, distribute, publicly display, or create derivative works from any content without prior written consent from The Financial Professional Group LLC. You may not use any content for commercial purposes or remove any proprietary notices. This license shall automatically terminate if you violate any of these restrictions and may be terminated by The Financial Professional Group LLC at any time.
All content provided through the Portfolio Financial Services website and SMS program is delivered on an 'as is' and 'as available' basis without warranties of any kind, either express or implied, including but not limited to implied warranties of merchantability, fitness for a particular purpose, or non-infringement. The Financial Professional Group LLC does not warrant that the content will be accurate, complete, current, uninterrupted, or error-free. Editorial commentary and informational content are provided for general informational purposes only and should not be relied upon as personalized advice. No results or outcomes are guaranteed.
You agree to indemnify, defend, and hold harmless The Financial Professional Group LLC, its officers, directors, employees, agents, and affiliates from and against any and all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or related to your use of the website or SMS program, your violation of these Terms of Use, your violation of any applicable law or regulation, or your violation of any rights of a third party. This indemnification obligation survives the termination of these Terms and your use of the website and SMS service.
In no event shall The Financial Professional Group LLC, its directors, officers, employees, or agents be liable for any direct, indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, data, or goodwill, arising out of or in connection with your access to or use of (or inability to access or use) the website, SMS program, or any content provided therein, whether based on warranty, contract, tort, negligence, strict liability, or any other legal theory, even if we have been advised of the possibility of such damages. Our total aggregate liability to you for all claims arising from or related to the website and SMS program shall not exceed the total amount, if any, paid by you to The Financial Professional Group LLC during the twelve (12) months preceding the claim. These limitations apply to the fullest extent permitted by applicable law in the State of Texas.
These Terms are governed by the laws of the State of TX, without regard to its conflict of law principles. Any disputes shall be resolved in the courts of TX.
We reserve the right to modify these Terms at any time. Changes will be posted on this page. Your continued use of the Site after changes constitutes acceptance of the revised Terms.
Questions about these Terms? Contact us at gdonovan@portfoliofinancialservices.com.