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SMS Terms and Privacy Policy
Wealth by Design uses text messaging for one-to-one business communications, including appointment reminders, scheduling, administrative updates, and client-service messages.
By providing your mobile number and agreeing to receive texts, you consent to receive SMS messages from Wealth by Design. Consent may be provided verbally, in writing, or through an online form. Consent is not a condition of receiving services.
Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for assistance.
Mobile Information Privacy
Mobile phone numbers, SMS opt-in information, and text-message consent will not be sold, rented, or shared with third parties or affiliates for marketing or promotional purposes.
Mobile information may be provided to service providers only as necessary to deliver, maintain, archive, or supervise text communications, or when required by law or regulation.
Security
SMS is not a secure communication method. Do not send Social Security numbers, account numbers, passwords, tax documents, trade instructions, fund-transfer requests, or other sensitive information by text.
Text messages should not be used to authorize transactions or provide time-sensitive investment instructions.
Contact
Wealth by Design
405 N. Jefferson Avenue
Springfield, MO 65806
(417) 333-8343
team@wealthbydesign.online
Advisory services are offered through United Advisor Group, LLC, a registered investment adviser.