Terms of Service for Text Messaging

By subscribing to receive text messages from Sage Wealth Planning, you agree to the following Terms of Service:

  1. Types of Messages You Will Receive: Sage Wealth Planning will send you text messages that include relevant updates to your meetings or plans, such as reminders, setting up meetings, confirming that tasks on our end were executed, and general task related notifications.
  2. Frequency of Messages: You can expect to receive periodic text messages. The frequency of messages may vary based on your interactions with us and the tasks or meetings scheduled.
  3. Message & Data Rates: Message and data rates may apply. Standard messaging charges from your mobile carrier may apply when you receive or send text messages.
  4. Managing Subscriptions:
    • To unsubscribe from receiving further text messages, reply to message with STOP. You will receive a confirmation message that you will no longer receive communications via text from Sage Wealth Planning. Example confirmation message: “Hello XXX, you have chosen to opt out of messaging from Sage Wealth Planning. This message is confirming you will receive no further communications via text.”
    • For assistance or if you need help, reply to message with ‘HELP’ A team member will contact you shortly. Additional resources may be found by:
  1. Privacy Policy: Your privacy is important to us. By subscribing to text messages, you acknowledge that you have read and understand our Privacy Policy. For more information, please review our full Privacy Policy here: https://link.edgepilot.com/s/c8ae18f4/vRg6LRi4d0GnMsx6x53GGQ?u=https://sagewealthplans.com/privacy-policy-2/

By subscribing to our text messaging service, you consent to these Terms of Service. If you do not agree, please refrain from subscribing to our text message updates.

Thank you for choosing Sage Wealth Planning!