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Website Terms & Conditions (California)

Draft — not legal advice. This page was prepared for review and has not been reviewed by counsel.

 

Effective date: September 21, 2026

 

1. Acceptance of these terms

By using this website, you agree to these Terms & Conditions and to our Privacy Policy. If you do not agree with them, please stop using the site.

 

2. Advisory and insurance disclosures

Investment advisory services are offered through CSI Wealth Management, a State of California Registered Investment Adviser, CRD# 328963.

 

Insurance products and services are offered through Signature Solutions Financial and Insurance Services and individually licensed agents, under CA Life License #0665327.

 

CSI Wealth Management and Signature Solutions Financial and Insurance Services are separate entities. Both are owned by Rick Miller. CSI Wealth Management does not offer or sell insurance products; Signature Solutions offers insurance products in the state of California.

 

Nothing on this site is personalized financial, tax, or legal advice.

 

3. California website compliance (CalOPPA)

Under California Business & Professions Code § 22575, this site tells you:

 

  • The categories of personally identifiable information we collect online

  • How you can review your information and ask us to change it

  • How we respond to browser "Do Not Track" signals

 

Our Privacy Policy gives the full detail on all three.

 

4. Use of the content on this site

The content on this website belongs to CSI Wealth Management or to the people and companies that license it to us.

 

Please do not reproduce it, distribute it, or create other works from it without our written permission.

 

5. Links to other websites

Some links on this site lead to websites run by other organizations. We provide them for your convenience only.

 

CSI Wealth Management and Signature Solutions are not responsible for the content of those websites, or for how they handle your privacy.

 

6. Limitation of liability

CSI Wealth Management and Signature Solutions are not liable for any damages that result from using this website, from being unable to use it, or from relying on the information shown here.

 

7. Governing law

These terms are governed by the laws of the State of California. Any dispute will be resolved only in a state or federal court located in California.

 

8. Changes to these terms

We may update these terms at any time. If you keep using the website after we do, that means you accept the updated terms.

 

9. Contact us

CSI Wealth Management
20 E. Foothill Blvd. #100
Arcadia, CA 91006

 

Phone: (626) 294-0414
Email: info@csiwealth.org

 

CSI does not offer or sell insurance Products. CSI provides general information. Signature Solutions Insurance offers products in the state of California. Both Companies are owned by Rick Miller.

IMPORTANT CONSUMER INFORMATION.

Disclosure:

Insurance products and services are offered through Signature Solutions Financial and Insurance Services and individually licensed agents.
CA Life License #0665327

Signature Solutions Financial and Insurance Services and CSI Wealth Management are separate entities.

Investment Advisory Services are offered through CSI Wealth Management, a State of California Registered Investment Adviser. CRD# 328963

Information on this website is for informational purposes only and not intended as investment, tax, or legal advice. Investments involve risk and are not guaranteed. Past performance does not guarantee future results.

A copy of CSI Wealth Management’s current disclosure statement (Form ADV Part 2A/2B) is available at www.adviserinfo.sec.gov​

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Website Terms & Conditions  |  Accessibility Statement  | 

© Copyright CSI 2026  |  Plan, Retire, Enjoy |  Any references to 'security,' 'guarantee,' or the like refer only to insurance products and are backed by the claims-paying ability of the insurer.
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