Terms of service.

Last Updated: May 24, 2025

Welcome to MoneyWize. By visiting this site, you agree to the following simple terms:

Educational Content Only
The information on this site is for educational and informational purposes only. It is not legal, tax, or investment advice.

Not a Law Firm.
While we discuss family & business succession, common areas of potential exposure, MoneyWize is not a law firm. We instead partner with leading trust service providers who employ attorneys and various trust experts. Depending on your specific needs and selected services, we can connect you with these legal professionals.

Licensed for Insurance.
We are licensed to provide life insurance services and products in the state of Tennessee. Any references to insurance, safe retirement or tax strategy are made with this license in mind.

No Guarantees.
Your outcomes depend on your individual circumstances and decisions. While we share ideas and strategies, results vary. Our mission is to make you more informed and empowered on your financial journey. We cannot predict or promise specific outcomes.

Business Entity Notice.
MoneyWize is a brand used by Notable Express, LLC, a Tennessee limited liability company. While MoneyWize may appear throughout this website and related communications, all business operations, services, and agreements are legally executed under Notable Express, LLC.

Use at Your Own Risk.
By using this site, you accept full responsibility for any decisions you make based on what you’ve read here. We aim to provide helpful content and ask insightful questions, but you’re in the driver’s seat.