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).
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