Terms & Conditions

Effective date: May 22, 2024


Welcome to the web site for Holistic Planning, LLC (“Holistic”). Holistic provides investment

advisory services through Uptick Partners, LLC, an SEC Registered Investment Adviser.

This site has been designed for informational purposes only and does not constitute an offer to sell

nor a solicitation of an offer to buy any security that may be referenced on the site. Such offers can

only be made where lawful under applicable law. The services and information provided through

this site are for personal, non-commercial use and display. Holistic does not intend to provide

investment advice through this site and does not represent that the securities or services

discussed are suitable for any investor. Investors are advised not to rely on any information

contained in the site in the process of making a fully informed investment decision. Holistic does

not, and this site does not intend to, render tax or legal advice.

This site has been published in the United States for residents of the United States only. This site is

not intended for use by, or to provide any information to, investors outside of the United States, and

such investors should not rely on any information or material appearing on the site. Holistic

reserves the right to require proof of residence from any user accessing the site and requesting

information. Investors outside of the United States are subject to securities and tax regulations

within their applicable jurisdictions that are not addressed on this site. Nothing on this site shall be

construed to be a solicitation to buy or offer to sell any security, product or service to any non-U.S.

investor, nor shall any such security, product or service be solicited, offered or sold in any

jurisdiction where such activity would be contrary to the securities laws or other local laws and

regulations, or would subject Holistic or any of its affiliates to any registration requirement within

such jurisdiction. U.S. investors should be advised that not all investments discussed on this site

may be available in all states.

News, views, opinions, recommendations, and other information obtained from sources outside of

Holistic are believed to be reliable, but we cannot guarantee their accuracy or completeness. All

such information is subject to change at any time without notice.



The site is made available to all persons aged 18 or older who agree to be bound by the terms and

conditions set forth in these terms of use. For so long as you comply with these terms of use, we

hereby grant you a personal, nonexclusive, nontransferable, revocable license to display, reformat

and print up to two (2) copies of the content made available to you on the site, solely for your

personal use. You agree not to modify, reproduce, distribute, rent, lease, loan, sell, or create

derivative works based upon the materials on the site, or post any content from this site to

newsgroups, mail lists or electronic bulletin boards, without the prior written consent of an

authorized representative of Holistic.



Subject to the terms and conditions of this agreement, we grant you a limited, nontransferable,

nonexclusive license to access and use the electronic services.



Any personal information submitted by you on this site is maintained in accordance with our

privacy policy. Please carefully review our privacy policy.



Please click this link to access the investment adviser public disclosure page

which contains Uptick Partners, LLC ADV.



Neither the information nor any opinion expressed on this site constitutes an offer by Holistic to

buy or sell any securities or financial instruments, or to provide any investment advice or service.

The services, securities and financial instruments described on this site may not be available to or

suitable for you, and not all strategies are appropriate at all times. The value and income of any of

the securities or financial instruments mentioned on this site can fall as well as rise, and an

investor may get back less than he or she invested. Foreign-currency denominated securities and

financial instruments are subject to fluctuations in exchange rates that could have a positive or

adverse affect on the value, price or income of such securities and financial instruments. Past

performance is not necessarily a guide to future performance. Independent advice should be

sought in all cases.



Any investment products and services mentioned on this site may have tax consequences. It is

important to bear in mind that Holistic does not provide tax advice. The levels and bases of taxation

can change. Your tax affairs are your own responsibility and you should consult your own attorneys

or other tax advisors in order to understand the tax consequences of any investment products and

services mentioned on this site.



None of the investment products or services mentioned on this site are available, and

prospectuses in respect of them will not be distributed, to persons resident in any state or territory

where such distribution would be contrary to local law or regulation.



In addition to the obligations set forth above, you agree not to access or use this site to:

A) reproduce, duplicate, copy, sell, trade, resell or exploit for any commercial purposes, any portion of this site, use of this site, or access to this site;

B) impersonate any person or entity or falsely state or otherwise misrepresent your affiliation with a person or entity;

C) forge headers or otherwise manipulate identifiers in order to disguise the origin of any content transmitted on this site;

D) make available any content that you do not have a right to make available under any law or under contractual or fiduciary relationships;

E) make available any content that infringes any patent, trademark, trade secret, copyright or other proprietary rights of any party;

F) make available any content that is unlawful, harmful, threatening, tortious, defamatory, obscene, invasive of another’s privacy, or otherwise objectionable;

G) make available any unsolicited or unauthorized advertising, promotional materials, “junk mail,” “spam,” “chain letters,” “pyramid schemes,” or any other form of solicitation;

H) make available any material that contains software viruses or any other computer code, files or programs designed to interrupt, destroy or limit the functionality of any computer software or hardware or telecommunications equipment;

I) interfere with or disrupt this site or servers or networks connected to this site, or disobey any requirements, procedures, policies or regulations of networks connected to this site;

J) intercept, collect or store personal data about current or former clients of Holistic or any other visitors to this site; or

K) violate any applicable local, state, national or international laws or regulations.



This site may contain links to other web sites, including links to the web sites of companies that

provide related information, products and services. These links are solely for the convenience of

visitors to this site, and the inclusion of such links does not necessarily imply an affiliation,

sponsorship or endorsement. Holistic makes no representations whatsoever regarding such third-

party web sites. You should review the privacy policies of other web sites carefully before providing

any information to such sites. We are not responsible for the content or availability of third-party

websites, and shall not be responsible or liable for any information, opinions, advice, products, or

services available on or through such third party web sites. 


We ask that you notify us in advance of your intention to link to the site by e-mailing us. This e-mail

address is being protected from spambots. You need JavaScript enabled to view it. You may not (i)

display this site in frames or (ii) display any of the content found on this site via inline links, without

express written permission from an authorized representative of Holistic.



Holistic reserves all right, title and interest in and to this site and all materials, information, and

compilations of information available on or through this site, as well as the domain name, design,

layout, and “look and feel” of this site, the trademarks, service marks, and trade dress related

thereto, and all other intellectual property and other proprietary rights embodied therein and

appurtenant thereto. You agree that you will have no rights in or to any of the foregoing, express or

implied, other than the rights expressly granted in these terms of use, or otherwise expressly

granted to you in writing by an authorized representative of Holistic.



This site is provided on an “as is” and “as available” basis. Holistic makes no representations or

warranties of any kind, whether express, implied, or statutory, regarding your access to or use of

this site, or the products, services or information described on or available through this site.

Without limiting the foregoing, we expressly disclaim any and all representations and warranties of

accuracy, completeness, timeliness, merchantability, fitness for a particular purpose, title, and

non-infringement of third-party rights. This site includes facts, views and opinions of individuals

and organizations deemed of interest. Nothing contained on this site shall be construed as an

endorsement of these views or opinions.



To the maximum extent permitted by applicable law, in no event shall Holistic or our affiliates,

parent company, directors, officers, agents, employees or licensors be liable to you or anyone else

for any indirect, consequential, special, incidental, exemplary, punitive, or similar damages

(including loss of use, loss of profits or loss of data) arising out of or related to this site or your use

of this site, or for any decision made or action taken by you in reliance on the information provided

on or available through this site, regardless of the form of action, whether in contract, tort or

otherwise, even if advised of the possibility of such damages. The total cumulative liability of

Holistic and our affiliates, parent company, directors, officers, agents, employees and licensors

arising from or related to this site and your use of this site, regardless of the form of action, whether

in contract, tort, or otherwise, shall not exceed the greater of (a) the total amounts paid by you to

access and use this site in the twelve (12) months preceding the first such claim, or (b) one

hundred dollars ($100). The existence of one or more claims shall not increase this limitation.



You agree to indemnify, defend, and hold harmless, us, any third party service or information

providers and information transmitters, from and against any and all claims, losses, liability costs

and expenses including, but not limited to, attorneys’ fees and court costs arising from your

violation of this agreement, state or federal securities laws or regulations, or any third party’s

rights, including, but not limited to, infringement or any copyright, violation of any proprietary right

and invasion of any privacy rights. This obligation will survive the termination of this agreement.



These terms of use and the relationship between you and us relating to your use of this site shall be

governed by and interpreted in accordance with the laws of the state of Texas, without regard to

any conflict of laws principles that would require the application of the laws of a different

jurisdiction. You agree to submit to the personal jurisdiction of the state and federal courts located

within Texas or Nacogdoches County, Texas for any dispute, claim or action arising out of or related

to your use of this site or these terms of use, and hereby waive any objections to the jurisdiction or

venue of such courts.



You may not assign or delegate any right or duty under these terms of use or related to this site

without the prior written consent of an authorized officer of Holistic. Any attempted assignment or

delegation without such consent will be null and void from the beginning and without further effect.

We may assign any right or duty under these terms of use or related to this site with or without

notice to you. Subject to the foregoing, these terms of use will be binding upon and will inure to the

benefit of you and us, and each of our respective representatives, heirs, administrators,

successors and permitted assigns.



We reserve the right to amend these terms of use from time to time by posting the amended terms

on this site. We will notify you of these changes by updating the “effective date” for these terms of

use, or by posting a notice on our site that the terms of use have been changed. However, it

remains your responsibility to review the terms of use, and your continued use of this site after we

have amended the terms of use shall signify your acceptance of the amended terms. These terms

of use may be modified by you only by obtaining the prior written consent of an authorized

representative of Holistic.



No duty or breach of these terms of use may be waived by any act, omission or knowledge by us,

except by an instrument in writing expressly waiving the duty or breach and signed by an authorized

representative of Holistic. Any waiver (express or implied) by us of any duty or breach will not

constitute a waiver of any other or subsequent duty or breach.



All marks, logos and any service name or slogan contained in the site are trademarks of Holistic, or

its licensors, and may not be copied, imitated or used, in whole or in part, without the express

written permission of the trademark holder.



If you have questions about these terms of use, the privacy policy for this site, or any other

questions concerning this site, please contact: info@holisticplanning.com



If any of the provisions of this agreement are found or deemed by a court of law to be invalid or

unenforceable, they shall be severable from the remainder of this agreement and shall not cause

the invalidity or unenforceability of the remainder of this agreement.



These terms of use constitute the entire agreement between you and us with regard to your access

to and use of this site, and supersede all prior and contemporaneous negotiations, statements and

agreements, whether written or oral, relating to the subject matter hereof. In the event any

provision of these terms of use is judicially determined to be invalid or unenforceable, such

provision will be changed and interpreted to accomplish the objectives of such provision to the

greatest extent permitted under applicable law, and the remaining provisions will continue in full

force and effect.


Copyright © 2024, Holistic Planning, LLC.  All rights reserved.

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