Terms and Conditions

Our financial services and insurance program provides clients with tools, resources, and solutions for managing finances, securing assets, and mitigating risks. It includes services such as wealth management, insurance coverage, retirement planning, investment strategies, and financial protection to help individuals and businesses achieve financial security and growth.

You can cancel the SMS service at any time. Simply text "STOP" to the short code. Upon sending "STOP," we will confirm your unsubscribe status via SMS. Following this confirmation, you will no longer receive SMS messages from us. To rejoin, sign up as you did initially, and we will resume sending SMS messages to you. If you experience issues with the messaging program, reply with the keyword HELP for more assistance, or reach out directly to [email protected]. Carriers are not liable for delayed or undelivered messages. As always, message and data rates may apply for messages sent to you from us and to us from you. Message frequency varies.

For questions about your text plan or data plan, contact your wireless provider. For privacy-related inquiries, please refer to our privacy policy.

📧 Email: [email protected]

📞 Phone: 920-344-6540

📍 Address: Columbus, Ohio