SMS Terms & Conditions

Effective Date: 1/1/2025

ETS Wealth Management LLC (“ETS,” “we,” “our,” or “us”) provides SMS (text message) communications to individuals who have explicitly opted in. This dedicated page outlines our texting practices in full.

SMS Consent Policy

Mobile phone numbers obtained for SMS communications are used only by ETS Wealth Management LLC.
Phone numbers and SMS consent will never be sold, rented, or shared with third parties or affiliates for marketing purposes.

Types of SMS Communications

If you opt in to receive SMS messages from ETS Wealth Management LLC, you may receive text messages related to:

  • Appointment reminders and confirmations
  • Account or service-related updates
  • Follow-up messages related to requests you make
  • Educational seminar or event notifications
  • Firm announcements
  • Optional polling or feedback requests

Examples of SMS messages include:

  • “ETS Wealth Management: Your appointment is confirmed for Tuesday at 10:00 AM.”
  • “ETS Wealth Management: Your documents have been received. Please contact us with any questions.”
  • “ETS Wealth Management: Join our upcoming retirement planning workshop this Thursday.”
  • “ETS Wealth Management: Help us plan future workshops. Reply 1 Income | 2 Social Security | 3 Taxes.”

Message Frequency

Message frequency may vary based on your interaction with our firm.
You may receive up to 2 SMS messages per week regarding appointments, account status, service updates, or event participation.

Potential Fees

Standard message and data rates may apply based on your mobile carrier and service plan.

Opt-In Methods

You may opt in to receive SMS messages from ETS Wealth Management LLC through one or more of the following methods:

  • Submitting an online form with an SMS consent checkbox
  • Completing a paper or electronic consent form
  • Providing verbal consent that is documented by our team
  • Registering for an event or service where SMS consent is clearly disclosed

SMS consent is not required as a condition of doing business with ETS Wealth Management LLC.

Opt-Out Method

You may opt out of SMS communications at any time by replying STOP to any SMS message you receive.

Alternatively, you may request removal from SMS communications by contacting us directly at:

Help

For assistance with SMS messages, you may:

Standard SMS Disclosures

The following standard disclosures apply to all SMS communications from ETS Wealth Management LLC:

  • Message and data rates may apply
  • Message frequency may vary
  • You may opt out at any time by replying STOP
  • For assistance, reply HELP or contact us at 770-904-1978 or info@etswealth.com
  • Please review our Privacy Policy and SMS Terms & Conditions for additional information

Privacy & Security Notice

SMS messages may not be encrypted. Please do not send sensitive personal or financial information via text message.

Contact Information

ETS Wealth Management LLC
📞 770-904-1978
📧 info@etswealth.com