Effective date: October 31, 2026
These Terms of Use apply to rootassets.com, operated by Root Assets PLC, a sole-proprietor financial services practice owned by Jeffrey W. Schultz, Tucson, AZ (NIPR 8494346). By using this site, you agree to these terms. If you do not agree, please do not use the site.
General education only
Everything on this site is for general education. It is not personalized financial, legal, or tax advice, and it is not an offer or recommendation of any product. Your situation is unique, so please talk with a qualified professional before making decisions. Using this site or booking a call does not by itself create a client relationship.
Free intro conversation
The intro conversation is free, with no cost and no obligation. It is a chance to get to know each other and talk through your questions. You are never required to buy anything.
Your information and messages
When you submit our form, you agree to give accurate information. How we handle it is explained in our Privacy Policy. If you check the consent box, you agree to receive emails and texts about your inquiry and scheduled call. Msg and data rates may apply. Reply STOP to opt out and HELP for help. Consent is not a condition of service.
Using the site
Please use this site only for lawful purposes. Do not try to disrupt it, gain unauthorized access, or submit false or harmful content.
Our content
The text, logo, and images on this site belong to Root Assets PLC or are used under license. You may view and share pages for personal, non-commercial use, but you may not copy or reuse our content for commercial purposes without permission.
Links to other sites
This site may link to other websites. We do not control them and are not responsible for their content or privacy practices.
No guarantees
We work to keep this site accurate and available, but we provide it "as is." We do not promise that it will always be error-free, current, or uninterrupted,
and we make no guarantees about any outcome.
Limit of liability
To the extent the law allows, Root Assets PLC and Jeffrey W. Schultz are not liable for any loss or damage arising from your use of this site or reliance
on its content.
Governing law
These terms are governed by the laws of the State of Arizona.
Changes
We may update these terms. The effective date at the top shows when they last changed. Continuing to use the site means you accept the updated terms.
Contact us
Root Assets PLC – Jeffrey W. Schultz
Phone: 520-222-6911 (Mon–Fri, 9 AM–5 PM Arizona time)
Email: [email protected]
Mailing address: 11135 E Golf Links Rd, Tucson, AZ