At Retire Smart LLC, we are committed to maintaining clear and transparent communication with our clients. This Text Messaging Disclosure outlines how we use text messages (SMS and MMS) to communicate with you, and ensures our compliance with applicable regulations, including the Financial Industry Regulatory Authority (FINRA) and the Federal Communications Commission (FCC) rules under the Telephone Consumer Protection Act (TCPA).
By providing your mobile number and opting in, you consent to receive text messages from Retire Smart LLC, including but not limited to:
Appointment reminders
Event Attendance Confirmations
Account notifications
Marketing messages (only with express written consent)
Message and data rates may apply. You can opt out at any time by replying “STOP.”
Message frequency will vary based on your engagement and preferences. We strive to limit communications to business hours unless otherwise permitted or required.
We will never request sensitive personal or financial information via text, such as:
Social Security Numbers
Account numbers
Login credentials
Please contact us directly by phone if you need to discuss confidential matters.
All business-related text communications are recorded and retained in accordance with FINRA Rule 4511 and SEC Rule 17a-4. These records are maintained in a manner consistent with regulatory requirements for supervision and archiving of electronic communications.
Text messages may be transmitted via third-party platforms that support compliance monitoring. All platforms used by Retire Smart LLC are vetted to ensure regulatory compliance, data protection, and security standards.
Your privacy is important to us. Please review our Privacy Policy for full details on how we manage and protect your personal data.
To stop receiving text messages, reply STOP to any message or contact us directly at:
(402) 369-7777
connect@retiresmartnow.com
After opting out, you may still receive non-promotional, legally required messages from us.
Retire Smart LLC
13815 FNB Pkwy, Suite 400, Omaha, NE 68154
(402) 369-7777
connect@retiresmartllc.com
www.retiresmartnow.com
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Advisory services offered through SMART Wealth, an affiliate of Retire SMART. SMART Wealth, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940 and an affiliate of Retire Smart. Registration as an investment adviser does not imply a certain level of skill or training. The communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information about SMART Wealth, LLC can be found by visiting www.adviserinfo.sec.gov and searching by the adviser’s name. This is prepared for informational purposes only. It does not address specific investment objectives. All investments are subject to risk including the potential loss of principal. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Neither the firm nor its agents or representatives may give tax advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Retire SMART is not affiliated with the US government or any governmental agency. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Retire SMART is stated or implied. Appearances on the media outlets included herein are paid placements.
Companies on the 2023 Inc. 5000 list are ranked according to percentage revenue growth from 2019 to 2022. The full 2023 Inc. 5000 list was published in August 2023. SMART Wealth paid Inc. Magazine a non-refundable processing fee to be considered for inclusion on the Inc. 5000 list.
