📱 Text Messaging Disclosure

Effective Date: April 2025

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).


1. Consent to Receive Text Messages

By providing your mobile number and opting in, you consent to receive text messages from Retire Smart LLC, including but not limited to:

Message and data rates may apply. You can opt out at any time by replying “STOP.”


2. Frequency and Timing

Message frequency will vary based on your engagement and preferences. We strive to limit communications to business hours unless otherwise permitted or required.


3. Confidentiality and Security

We will never request sensitive personal or financial information via text, such as:

Please contact us directly by phone if you need to discuss confidential matters.


4. Recordkeeping (FINRA Compliance)

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.


5. Third-Party Messaging Platforms

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.


6. Your Privacy

Your privacy is important to us. Please review our Privacy Policy for full details on how we manage and protect your personal data.


7. Opt-Out Option

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.


8. Contact Information

Retire Smart LLC
13815 FNB Pkwy, Suite 400, Omaha, NE 68154

📞 (402) 369-7777
📧 connect@retiresmartllc.com
🌐 www.retiresmartnow.com

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