Terms of Service & Privacy Policy
Last updated: September 2026
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Terms of Service
These Terms of Service ("Terms") govern your use of roodcfo.com (the "Site") and any related scheduling, forms, or communications offered through it (together, the "Services"), operated by Rood Financial Services. By using the Site or booking a call through it, you agree to these Terms.
1. Who This Is For
The Services are intended for business owners and decision-makers evaluating financial advisory services for their business. The Site is not directed at consumers seeking personal financial, tax, or legal advice, and is not intended for use by anyone under 18.
2. No Professional Advice
Nothing on this Site, in any ad, or discussed on an introductory call constitutes financial, tax, legal, or investment advice. Any such advice is only provided, if at all, through a separate, explicit engagement with Rood Financial Services, governed by its own agreement.
3. No Guarantee of Outcomes
Any forecast, projection, or figure discussed on a call is based on information you provide and general business practice, not a guarantee of future results. Past results discussed by Rood Financial Services, including any client outcomes referenced in advertising, are not a guarantee that similar results apply to your business.
4. Scheduling & Communications
By submitting your information, you consent to be contacted by Rood Financial Services by phone, email, or text regarding your inquiry and scheduled call. You may opt out of communications at any time.
5. Third-Party Services
Scheduling and form functionality on this Site are provided through third-party platforms (including GoHighLevel). Your use of those tools is also subject to their own terms and privacy practices. Rood Financial Services is not responsible for the availability or performance of third-party platforms.
6. Intellectual Property
All content on this Site, including text, graphics, and the Rood CFO name and marks, is the property of Rood Financial Services and may not be copied or used without permission.
7. Limitation of Liability
To the fullest extent permitted by law, Rood Financial Services is not liable for any indirect, incidental, or consequential damages arising from your use of the Site or Services, including any decision made based on information discussed prior to a formal engagement.
8. Changes to These Terms
These Terms may be updated from time to time. Continued use of the Site after changes take effect constitutes acceptance of the updated Terms.
9. Governing Law
These Terms are governed by the laws of the State of New Jersey, without regard to conflict of law principles.
10. Contact
Rood Financial Services
1040 Kings Highway, Suite 44, Cherry Hill, NJ 08002
[email protected] | (440) 265-9143
Privacy Policy
1. Information We Collect
When you use this Site, we may collect the information you provide directly, such as your name, email address, phone number, and answers to qualifying questions about your business. We also automatically collect standard technical information, such as your IP address, browser type, and how you interact with the Site, including through the Meta advertising pixel and similar tracking technologies.
2. How We Use Your Information
- To schedule, confirm, and prepare for your strategy call
- To contact you by phone, email, or text about your inquiry, consistent with our Terms of Service above
- To measure and improve the performance of our advertising
- To comply with legal obligations
3. How We Share Your Information
We do not sell your personal information. We share information with the third-party platforms that power this Site's functionality, including GoHighLevel (scheduling, forms, and communications) and Meta (advertising and analytics). Those platforms process information under their own privacy policies.
4. Cookies & Tracking
This Site uses cookies and similar technologies, including the Meta pixel, to measure ad performance and understand how visitors use the Site. You can control cookies through your browser settings.
5. Data Retention
We retain your information for as long as needed to fulfill the purposes described above, or as required by law.
6. Your Choices
You may opt out of email or text communications at any time using the unsubscribe or opt-out instructions provided, or by contacting us directly. To request access to or deletion of your information, contact us using the details below.
7. Children's Privacy
This Site is not directed at anyone under 18, and we do not knowingly collect information from children.
8. Changes to This Policy
We may update this Privacy Policy from time to time. Continued use of the Site after changes take effect constitutes acceptance of the updated policy.
9. Contact
Rood Financial Services
1040 Kings Highway, Suite 44, Cherry Hill, NJ 08002
[email protected] | (440) 265-9143