Legal Business Name: Simplified Wealth Management, Inc.
Brand Name: Simplified Wealth Management
Effective Date: July 24, 2025
These SMS/Text Messaging Terms and Conditions (“SMS Terms”) govern your consent to receive text messages from Simplified Wealth Management (“we,” “us,” or “our”). By providing your mobile phone number and opting into our SMS program, you agree to these SMS Terms in addition to our general Terms and Conditions (https://www.simplifiedwealth.com/terms-of-service/) and our Privacy Policy (https://www.simplifiedwealth.com/privacy-policy/).
1. Consent to Receive SMS Messages
By providing your mobile phone number and filling out a form on our website at https://www.simplifiedwealth.com/contact/ and checking the SMS consent checkbox, you explicitly consent to receive SMS/text messages from Simplified Wealth Management. You understand that consent is not a condition of engaging our Investment Management, Financial Advisory, or Planning Services.
2. Purpose and Types of Messages
You agree to receive messages from Simplified Wealth Management primarily for purposes related to our financial services and client support, specifically:
- Conversations (External): Direct, two-way text message dialogues with clients and prospective clients to provide customer care and general assistance related to their financial needs. This includes discussions about finances, retirement planning, 401(k)s, and other financial advisory services, serving as an open line of communication for personalized support.
Important Note: Due to the sensitive nature of financial information, we will not send confidential financial details, account numbers, or other highly sensitive Personally Identifiable Information (PII) via SMS. For such communications, we will direct you to a secure client portal or request that you contact your advisor by phone.
3. Message Frequency
Message frequency will vary depending on your inquiries and ongoing financial planning needs.
4. Message and Data Rates
Message and data rates may apply to any messages sent to or from you. Standard message and data rates charged by your mobile carrier may apply. Please consult your mobile carrier for details regarding your specific messaging plan.
5. Opt-Out Instructions
You can stop receiving SMS messages from Simplified Wealth Management at any time. Simply reply STOP, END, CANCEL, UNSUBSCRIBE, or QUIT to any text message you receive from us. You will receive one final confirmation message indicating that you have been unsubscribed. No further messages will be sent unless you explicitly opt back in.
6. Help and Support
If you need assistance or have questions regarding our SMS program, you can reply HELP or INFO to any message you receive from us, or contact our office directly at (951) 284-4900 or by email at contact@simplifiedwealth.com.
7. Non-Sharing of SMS Consent Data (Mandatory TCR Statement)
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
8. Third-Party Providers for SMS
We may use third-party service providers (such as RingCentral) to facilitate our SMS communications. These providers are contractually bound to handle your data in accordance with our Privacy Policy and applicable laws, acting solely as our service providers for message delivery.
9. Changes to SMS Terms
We reserve the right to modify or replace these SMS Terms at any time. We will notify you of any changes by posting the updated SMS Terms on our website. Your continued consent to receive SMS messages after such changes constitutes your agreement to the revised SMS Terms.
10. Contact Information
If you have any questions about these SMS Terms, please contact us at:
Simplified Wealth Management, Inc.
391 N. Main Street Suite, 107
Corona Ca, 92878
Phone: (951) 284-4900
Email: contact@simplifiedwealth.com
Website: https://www.simplifiedwealth.com/
