SMS Terms & Conditions

1. SMS Consent Communication
The mobile phone number and SMS consent information collected as part of the SMS opt-in process will not be shared with third parties or affiliates for marketing purposes.

2. Types of SMS Communications
If you have consented to receive text messages from Innovative Retirement Planning LLC, you may receive messages related to:

• Upcoming events and seminar reminders
• Appointment reminders and confirmations
• Follow-up communications related to services you requested
• Customer service and support communications
• Information you have requested from our firm

3. Message Frequency
Message frequency may vary. Users can expect to receive messages related to upcoming events, appointment reminders, follow-up communications, and other requested services depending on their level of engagement with the firm.

4. Potential Fees for SMS Messaging
Standard message and data rates may apply depending on your mobile carrier’s pricing plan. These fees may vary for domestic or international messages.

5. Opt-In Method
You may opt in to receive SMS messages from Innovative Retirement Planning LLC by submitting an online form, completing a paper form, providing affirmative consent through another communication channel, or otherwise expressly consenting to receive text communications from our firm.

6. Opt-Out Method
You may opt out of receiving SMS messages at any time by replying “STOP” to any message you receive. You may also contact Innovative Retirement Planning LLC directly at 330.610.1779 or ashleigh@innovativeretirementplanning.com to request removal from our messaging list.

7. Help & Support
If you are experiencing any issues, reply with the keyword “HELP.” You may also contact us directly at 330.610.1779 or ashleigh@innovativeretirementplanning.com for assistance.

Additional Options
If you do not wish to receive SMS messages, you may choose not to provide SMS consent on our forms or may withdraw consent at any time using the opt-out methods described above.

8. Standard Messaging Disclosures

• Message and data rates may apply.
• You may opt out at any time by texting “STOP.”
• For assistance, text “HELP” or visit our Privacy Policy.
• Message frequency may vary.

Innovative Retirement Planning LLC will not accept, and will not act upon, client instructions to purchase, sell, transfer, withdraw, or otherwise transact in any account assets when such instructions are communicated via text message (SMS).

ng privacy, please read our Firm’s Privacy Policy linked here.