📜 Privacy Policy (SMS Communications)
Data Collection and Use
When you provide us with your phone number, we may use it to communicate with you via SMS or phone call regarding your financial planning services, appointment reminders, and related updates. This information is used solely for the purpose of client communications.
Data Sharing
We will not sell or share your phone number with third parties for marketing purposes. We may share your information with third-party service providers who support our communications platform (such as phone carriers and messaging providers), but only as needed to deliver SMS and call services.
Data Protection
We are committed to protecting your personal information and have implemented appropriate technical and organizational measures to ensure its security.
User Rights
You may opt out of receiving SMS messages at any time by replying STOP. To receive help, reply HELP. You also have the right to access, correct, or delete your personal information at any time.
Contact Information
For any questions or concerns regarding your privacy, please contact us at:
jonadmin@btagroup.net
8008584332
Rockfield Blvd 15520 Rockfield Blvd, Irvine, CA 92618
📜 Terms and Conditions (SMS Communications)
Message Frequency
Message frequency will vary depending on your interactions with us.
Cost Disclosure
Standard message and data rates may apply. Please check with your mobile provider for details.
Opt-Out Instructions
You may opt out of receiving SMS messages at any time by replying STOP. For help, reply HELP.
Customer Care
For assistance, please contact our client service team at:
jonadmin@btagroup.net
9497417944
Legal Disclaimers
By using SMS communications with us, you agree to these Terms and our Privacy Policy. We reserve the right to update or modify these terms at any time. SMS messages are provided for convenience and communication purposes only and should not be relied upon as financial, legal, or tax advice.