No Professional Relationship Disclaimer
Jason B. Ball – JasonBryanBall.com, Ball Political Planning, Sonya’s Creative Realm, and Jason’s Fin Tips
Effective Date: April 2, 2025
1. Purpose of This Disclaimer
This No Professional Relationship Disclaimer clarifies that no professional, advisory, fiduciary, or client-based relationship is created or implied through JasonBryanBall.com, Jason Bryan Ball, or any affiliated platform, including:
- Jason’s Fin Tips (https://jasonfintips.com)
- Ball Policy Planning (https://ballplanning.com)
- Sonya’s Creative Realm (https://sonyascreativerealm.com)
These platforms are operated by Jason B. Ball for educational, editorial, personal branding, creative, and entertainment purposes only.
- Jason B. Ball is not providing personalized financial, investment, insurance, legal, or tax advice through this platform.
- No client relationship or fiduciary obligation is created by your use of this site.
- All content is for general educational, entertainment, and informational purposes only.
By using any of the websites or linked platforms managed by Jason B. Ball, you acknowledge and agree to the limitations of his role and accept that no professional advice or services are being offered.
2. Jason B. Ball’s Credentials — Educational Context Only
Jason B. Ball holds the following professional credentials:
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant® (ChFC®)
- Chartered Life Underwriter® (CLU®)
- Bachelor of Science in Economics — Oregon State University
These designations represent prior education and experience in the fields of personal finance, insurance, and planning. However, Jason is not offering professional services or advice through any of the above-listed platforms.
- Jason is NOT acting as a practicing CFP®, ChFC®, CLU®, insurance agent, insurance consultant, investment adviser, tax advisor, CPA, or attorney on this platform.
His professional background informs the general educational content, but does not translate into individualized guidance, advice, or services provided.
3. No Client, Fiduciary, or Professional Relationship Formed
By accessing or engaging with any content on Jason’s websites or associated platforms, you are not entering into any of the following relationships with Jason B. Ball:
- Financial planning or investment adviser-client relationship
- Fiduciary relationship under CFP® Board or any legal standard
- Insurance agent-client relationship
- Tax advisor-client or CPA-client relationship
- Attorney-client relationship
- Product vendor-customer relationship (as it relates to merchandise)
- Consulting, coaching, or mentoring arrangement
➡️ None of the content should be interpreted as a substitute for working with licensed professionals.
4. No Personalized Financial, Legal, Insurance, or Tax Advice
All content provided through JasonBryanBall.com and its associated platforms is general in nature. It is not tailored to your personal financial goals, legal circumstances, or tax situation. You should never rely on this content alone to make decisions in the following areas:
- Investments or retirement planning
- Life, health, or disability insurance
- Tax deductions, credits, or compliance
- Legal contracts, estate plans, or asset protection strategies
⚠️ Always consult with appropriately licensed professionals, including:
- A CFP® or Registered Investment Adviser (RIA)
- A Licensed Insurance Agent or Broker
- A Certified Public Accountant (CPA), Enrolled Agent (EA), or Tax Attorney
- A licensed Estate Planning Attorney or Legal Advisor
5. No Endorsements, Offers, or Guarantees
Mentions of specific tools, platforms, financial strategies, or merchandise are provided for illustration or educational context only. They do not constitute:
- A recommendation or professional endorsement
- A guarantee of results or outcomes
- An offer to sell or place insurance, financial products, or services
- A certification of the safety, suitability, or quality of any product or company
- A warranty or guarantee of merchandise sold through Sonya’s Creative Realm
All users should perform their own research and due diligence.
6. About Sonya’s Creative Realm
Sonya’s Creative Realm is a family-led creative project operated under the Jason Bryan Ball brand. Any artwork, products, or merchandise listed are for creative and educational expression only.
- Jason B. Ball does not act as a vendor, guarantor, or product manufacturer.
- All merchandise fulfillment is handled by third-party services (e.g., Printful, Redbubble), governed by their respective policies.
- Jason does not receive customer data nor engage in customer service or warranty management for creative products.
7. Limitation of Liability
By engaging with Jason B. Ball’s content or platforms, you agree that:
- You assume full responsibility for your use of any content.
- Jason B. Ball and his affiliated sites are not liable for any decisions, losses, or damages related to financial, legal, tax, investment, or insurance outcomes.
- All content is provided “as is” with no guarantees of accuracy, timeliness, completeness, or applicability to your personal situation.
- Jason B. Ball does not provide client services and is not responsible for third-party tools, products, or platforms mentioned or linked.
8. Summary of Key Points
| Aspect | Clarification |
|---|---|
| Scope of Site | Personal hub connecting educational, policy, and creative projects. |
| No Professional Role | Jason is not acting as a CFP®, ChFC®, CLU®, tax advisor, attorney, or insurance agent. |
| No Advice or Services | No personal or professional advice, services, or product placements are offered. |
| Creative Work | Merchandise on Sonya’s Creative Realm is not sold or guaranteed by Jason. |
| No Relationship Formed | No client, fiduciary, or contractual relationship is created. |
| Liability Disclaimer | Jason is not liable for actions taken based on any content. |
9. Contact for Clarification
If you have any questions about this disclaimer, the nature of content presented, or Jason’s current professional role, please reach out:
📧 Email: [email protected]
10. Related Legal Policies and Disclaimers
- Personal Role Disclosure
- Licensing Clarification
- General Disclaimer
- Affiliate & Sponsorship Disclosure
- Privacy Policy
- Terms of Use
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