By providing your mobile phone number and opting in to receive text messages from Retirement Wealth Professionals, you agree to the following SMS Terms & Conditions.
By opting in, you may receive SMS or MMS messages from Retirement Wealth Professionals related to your relationship or interaction with us.
Messages may include:
Appointment confirmations and reminders
Scheduling and rescheduling communications
Follow-up messages regarding inquiries
Requested information about our services
Client service communications
Educational information
Account or service-related updates
Other communications related to your interaction with Retirement Wealth Professionals or any other affiliated name.
Messages are intended to help us communicate with prospective clients, existing clients, and individuals who have requested information or services from us.
Message frequency varies based on your interaction with Retirement Wealth Professionals or any other affiliated name.
You may receive recurring messages when necessary for appointment reminders, follow-up communications, client service, or other requested communications.
Message and data rates may apply.
Charges for receiving SMS or MMS messages are determined by your wireless carrier and your mobile service plan. Retirement Wealth Professionals or any other affiliated name is not responsible for any messaging or data charges imposed by your wireless carrier.
You may opt out of receiving text messages from Retirement Wealth Professionals or any other affiliated name at any time.
Reply:
STOPSMS Terms & Conditions
Brand Name: Retirement Wealth Professionals
Website: retirementwealthpro.com
Effective Date: September 10, 2026
Last Updated: September 10, 2026
By providing your mobile telephone number and voluntarily opting in to receive text messages from Retirement Wealth Professionals, you agree to these SMS Terms & Conditions.
Retirement Wealth Professionals provides retirement planning and financial advisory services to prospective and existing clients.
Individuals who voluntarily opt in may receive SMS or MMS messages from Retirement Wealth Professionals related to appointments, inquiries, requested information, and client or prospect service communications.
Messages may include:
Appointment scheduling
Appointment confirmations and reminders
Rescheduling communications
Follow-up regarding scheduled or missed appointments
Meeting links and meeting instructions
Responses to questions or inquiries
Information specifically requested by the recipient
Follow-up communications related to a retirement planning conversation
Requests for information needed for an upcoming meeting
Client service and relationship-related communications
Other non-marketing communications directly related to the recipient's interaction with Retirement Wealth Professionals
Messages are sent only to individuals who have provided their mobile telephone number and consented to receive SMS communications from Retirement Wealth Professionals.
By voluntarily opting in, you consent to receive SMS or MMS messages from Retirement Wealth Professionals at the mobile telephone number you provided.
Consent may be provided through our website SMS opt-in form. Consumers may also initiate an SMS conversation with Retirement Wealth Professionals using a publicly listed business telephone number. In those instances, Retirement Wealth Professionals responds only with information relevant to the consumer's inquiry, appointment, or requested services.
SMS consent is optional.
Messages are sent only to individuals who have opted in to receive SMS communications from Retirement Wealth Professionals or who have initiated an SMS conversation with Retirement Wealth Professionals.
Consent to receive text messages is not a condition of purchasing any product or service from Retirement Wealth Professionals.
You are responsible for ensuring that the mobile telephone number you provide is accurate and that you are authorized to use that number.
SMS consent applies specifically to Retirement Wealth Professionals.
Message frequency varies depending on your appointments, requests, inquiries, and interactions with Retirement Wealth Professionals.
You may receive recurring messages when necessary for appointment scheduling, reminders, rescheduling, follow-up, requested information, or client service.
Message and data rates may apply.
Your wireless carrier may charge you for SMS or MMS messages according to your mobile service plan.
Retirement Wealth Professionals is not responsible for messaging or data charges imposed by your wireless carrier.
You may opt out of receiving SMS messages from Retirement Wealth Professionals at any time by replying:
STOP
to any SMS message from us.
After you reply STOP, you may receive a final confirmation message confirming that you have been unsubscribed.
After that confirmation, you will no longer receive SMS messages from Retirement Wealth Professionals unless you subsequently opt in again.
For assistance with our SMS program, reply:
HELP
to any SMS message from Retirement Wealth Professionals.
You may also contact us directly:
Retirement Wealth Professionals
Phone: (512) 737-0176
Email: [email protected]
Website: retirementwealthpro.com
If you previously opted out of SMS messages from Retirement Wealth Professionals and later wish to receive text messages again, you may complete our SMS opt-in process again.
Re-enrollment is voluntary and constitutes renewed consent to receive SMS communications from Retirement Wealth Professionals.
Your privacy is important to us.
Personal information collected in connection with our SMS program is handled according to the Retirement Wealth Professionals Privacy Policy:
retirementwealthpro.com/privacy-policy
Mobile information, including mobile telephone numbers, SMS opt-in data, and text messaging consent, will not be shared, sold, rented, or disclosed to third parties or affiliates for marketing or promotional purposes.
We may disclose information to trusted service providers solely as necessary to provide services on behalf of Retirement Wealth Professionals, including telecommunications providers, messaging platforms, scheduling systems, customer-service platforms, hosting providers, and other technology providers.
These providers may use the information only as necessary to perform services on our behalf.
Text messaging originator opt-in data and consent will not be shared with any third party or affiliate for their own marketing or promotional purposes.
SMS and MMS delivery is subject to wireless carrier network availability and other conditions outside the control of Retirement Wealth Professionals.
Wireless carriers are not liable for delayed or undelivered messages.
Retirement Wealth Professionals cannot guarantee uninterrupted or error-free delivery of SMS or MMS messages.
Retirement Wealth Professionals may update these SMS Terms & Conditions periodically.
Any changes will be posted on this page with an updated Last Updated date.
Your continued participation in the SMS program after changes become effective is subject to the updated terms, and you may opt out at any time by replying STOP.
Questions regarding these SMS Terms & Conditions may be directed to:
Retirement Wealth Professionals
Phone: (512) 737-0176
Email: [email protected]
Website: retirementwealthpro.com