We are committed to protecting your privacy in SMS communications. By providing your mobile number and opting in, you consent to receive SMS messages related to your relationship with us, including updates, alerts, and promotional content.
How We Use Your SMS Information
Your mobile number and SMS consent are used solely to send relevant messages such as appointment reminders, support, or important notices.
Sharing of SMS Information
We do not share your SMS consent or mobile number with third parties for their marketing purposes. We may share SMS information only with trusted affiliates (Retire SMART, Tax SMART) to serve your tax and insurance needs, strictly following your consent and data privacy standards.
Opting Out
You can opt out of SMS messages anytime by replying “STOP”. For help, reply “HELP” or contact us directly.
Data Security
We take reasonable precautions to protect your information. However, no method of transmission via internet or SMS is completely secure.
Policy Updates
This policy may be updated periodically. Changes will be posted here with an updated effective date.
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