Terms of Service
Last updated: July 2026
About the “$500 Value” Free Review
A comprehensive financial review and planning session of this depth is typically valued at approximately $500 or more. Most financial advisors charge significant fees — often hundreds or even thousands of dollars — for comparable analysis, recommendations, and one-on-one planning time.
We provide this review to you completely free of charge. We do this because our goal is to earn your trust and, we hope, become your long-term financial advisor. Offering this review at no cost is our way of showing you the value we bring before you ever have to make a decision.
This free review does not obligate you to purchase any product or service — and no purchase is required to receive it. Any decision to work with us further is entirely up to you.
1. Use of Our Service
By accessing blackcase.co and completing our free financial review quiz, you agree to these Terms of Service. If you do not agree, please do not use the service.
2. The Free Review
The free financial review is provided at no cost and with no obligation to purchase any product or service. The review is intended to help you understand your options and is not, by itself, a solicitation to buy any insurance, investment, or advisory product.
3. No Specific Advice Until Engaged
Information provided through the quiz and review is general and educational in nature. It does not constitute personalized investment, tax, or legal advice until a formal advisory relationship has been established. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.
4. Information You Provide
You agree to provide accurate and truthful information. When you submit your answers, they are sent directly to Keith Forster so he can prepare your review. By submitting, you consent to be contacted by BlackCase regarding your request.
5. Service Provided “As Is”
The website and review are provided “as is” without warranties of any kind. BlackCase is not liable for any indirect or consequential damages arising from use of the service.
6. Changes to These Terms
We may update these Terms from time to time. Continued use of the service after changes are posted constitutes acceptance of the updated Terms.
7. Contact
Questions about these Terms? Reach us at jjforster@blackcase.co or (210) 919-5883.