Terms and Conditions

Welcome to Secure Financial Management. By providing your mobile phone number and opting into our SMS/text messaging program, you agree to the following Terms & Conditions.

SMS Messaging Program
Secure Financial Management may send SMS/text messages to individuals who have opted in to receive communications from us. These messages may include appointment reminders, customer support communications, account-related notifications, event invitations, marketing and promotional messages, and service updates.

Message Frequency
Message frequency may vary depending on your interaction with Secure Financial Management.

Message and Data Rates
Message and data rates may apply.

Opt-Out Instructions
Reply STOP to opt out. You may receive a final confirmation message.

Help Instructions
Reply HELP for assistance or call (210) 428-6250.

Carrier Disclaimer
Wireless carriers are not liable for delayed or undelivered messages.

Consent to Receive Communications
You consent to receive recurring automated messages. Consent is not a condition of purchase.

Privacy Policy
Please review our Privacy Policy: https://sfmplanning.com/privacy-policy

Changes to These Terms
Secure Financial Management may update these Terms at any time.

Contact Information
Secure Financial Management Phone: (210) 428-6250