Web Site Disclosure (Web Site Content)

This website ProgressInvestmentPlanning.com refers to Progress Investment Planning, LLC, dba KAM South, LLC, (here forward, Progress Investment Planning); Progress Investment Planning, dba KAM South LLC, is a Registered Investment Advisor. Information presented throughout this website is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and unless otherwise stated, are not guaranteed. Always be sure to first consult with a qualified financial advisor before implementing any strategy discussed on this web site or in any related visual media and print materials.

Information presented throughout this web site is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and unless otherwise stated, are not guaranteed. Always be sure to first consult with a qualified financial advisor before implementing any strategy discussed on this web site or in any related visual media and print materials. This website is intended for informational purposes only. Nothing contained herein should be construed as financial advice for a particular client. Using this website or communicating with Christian Koch or Progress Investment Planning, through this website, does not form a client relationship before one is officially established.

Electronic Communication Disclosure (E-mail)

The security of electronic mail sent through the Internet is not guaranteed. Progress Investment Planning therefore recommends that you not send confidential information to us via electronic mail, including social security numbers, account numbers and other personal identification numbers.

Delivery, and timely delivery, of electronic mail is also not guaranteed. Progress Investment Planning therefore recommends that you do not send time-sensitive or action-oriented messages to us via electronic mail, especially authorization to “buy” or “sell” a security or instructions to conduct any other financial transaction. Such requests, orders, or instructions will not be processed until Progress Investment Planning can confirm your instructions or obtain appropriate written documentation where necessary.

Ownership

The content of this website is property of Progress Investment Planning and is protected by applicable copyright laws. No permission is granted to copy, distribute, modify, post or frame any text, graphics, video, audio, software code, or user interface design or logos. The Progress Investment Planning logo is trademarked and cannot be copied, modified or redistributed in any form or manner. ©2023, Progress Investment Planning, LLC. All rights reserved. All information in this website is owned by Progress Investment Planning or used with permission granted to Christian Koch, Progress Investment Planning.

Restrictions on Use

Unless specifically authorized, nothing from this website may be copied, transmitted, reproduced, republished or distributed in any medium. You may download material displayed on this website for personal, educational or non-commercial uses provided you also retain and reproduce all copyright and other proprietary notices contained on such materials. You may not use the content of this website in any manner for public or commercial purposes without our prior written permission.

Conditions of Use

Your use of the Progress Investment Planning website reflects your agreement to the following terms and conditions without limitation or qualification. You should read these carefully before you use our website. Progress Investment Planning can revise these conditions at any time by updating any portion of our website, including this set of terms and conditions. Your use will be subject to such revisions, and you should periodically visit the Legal/Terms and Conditions page of our site to ensure you are aware of the terms and conditions to which you have agreed and will be bound.

Limitations of Liability

We use reasonable efforts to ensure that the information contained in this website is accurate and current, errors or omissions can occur. We therefore make no warranties, guarantees or representations about the accuracy of the information presented in this website. We are not liable for any direct, indirect, incidental, consequential, or punitive damages that result from the use of, or the inability to use, this website, regardless of whether we have been advised of the possibility of such damages. We have no responsibility for, and are not liable for any damages that result from viruses or other malicious code that may affect your computer equipment, your data, network or other property on account of your accessing, using, or viewing this website, or that result from any materials downloaded or copied from this website. News/Blog posts may occasionally contain reposts of pertinent content— available online to the general public from various sources— and will be credited as available; this content is for entertainment purposes only.

Privacy Policy

This Notice may be changed from time to time and without notice. Continued use of the Site after any such changes constitutes acceptance of the new terms. If you do not agree to abide by these new terms or any future terms, please do not use the Site.

Information Collected by This Website

When visiting the Site, Progress Investment Planning may collect certain routing information, including, but not limited to, the Internet Protocol (“IP”) address of your originating Internet Service Provider (“ISP”), and information provided by “cookies” as a way for us to view total Site traffic. Progress Investment Planning may also collect aggregate information about the use of the Site, including, but not limited to, which pages are most frequently visited, how many visitors the Site receives daily, and how long visitors stay on each page. Progress Investment Planning may disclose and publish aggregate information on an aggregate basis to any party through any means, but such aggregate information will not disclose any personal information. Any information collected through this Site may also be used in aggregate by system administrators in the administration of the Site. This information helps Progress Investment Planning understand aggregate uses of the site, track usage trends, and improve services. Visitors may also be required to provide certain personal information in order to access various features and information on the Site. Such information may include, among other things, name, address, and phone number data input into forms. These forms are protected by https protocols and Google reCaptcha and this information is for Progress Investment Planning / Christian Koch only so that he may contact you. If you do not want to provide such information, you may choose not to access those features of the Site. Any personal information that you choose to provide through the Site will be protected in accordance with the provisions of this Notice.

A Note About Cookies

Cookies are small pieces of data that may be stored by a Web browser. Cookies are often used to remember information about preferences and pages visited. This information is stored for visitor’s convenience and may be used in the aggregate to monitor and enhance the Site. The first time you visited the site a cookie may have been set on your computer; when you return, the cookie is read again. You can refuse to accept cookies, disable cookies, and/or remove cookies from your hard drive. However, if you do not accept cookies from the Site, you may lose access to the Site or experience decreased performance of the Site. Progress Investment Planning is committed to maintaining the privacy of your personal information. We will never share or sell your personal information.