Name Retirement Transition Advisory Services
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SMS Program

Name Retirement Transition Advisory Services offers an SMS messaging program to keep you informed about our services. Below you will find complete details about how our program works.

Program Description

Name Retirement Transition Advisory Services sends non-promotional SMS messages regarding consultation follow-ups, service updates, appointment reminders, and financial plan reviews. We also offer optional promotional messages about financial planning updates, investment strategy insights, retirement preparation tips, and market updates for users who separately consent.

How to Opt In

You can opt in to receive SMS messages from Name Retirement Transition Advisory Services by visiting our contact page and completing the following steps:

  1. Enter your mobile phone number in the phone field.
  2. Select the consent checkbox for the type of messages you wish to receive (non-marketing and/or promotional). Each checkbox clearly describes the category of messages.
  3. Click Submit to confirm your opt-in.

Both consent checkboxes are unchecked by default and require your active selection. Providing your phone number and checking a consent checkbox is entirely optional and is not required to use our services.

Message Details

FrequencyUp to 4 messages per month (may vary)
FeesMessage and data rates may apply
Opt outReply STOP at any time to unsubscribe
HelpReply HELP for assistance
Supporthelp@name-retirement-transition-advisory-services-1.trueprogroup.com · +1 (704) 616-5518

Sample Messages

The following are examples of the types of SMS messages you may receive from Name Retirement Transition Advisory Services:

Sample 1 (Promotional — Marketing):

"Hi Shaun, Name Retirement Transition Advisory Services has exciting news about our latest service. Learn more the next time we connect. Reply STOP to unsubscribe. Msg & data rates may apply."

Sample 2 (Transactional — Non-Marketing):

""Hi Megan, Name Retirement Transition Advisory Services here. Your request has been received and is being processed. We will update you once it is complete. Reply STOP to unsubscribe."

Sample 3 (Follow-Up — Non-Marketing):

""Hi Megan, Name Retirement Transition Advisory Services here. Your request has been received and is being processed. We will update you once it is complete. Reply STOP to unsubscribe."

Registration Type Information

📋 Registration Type: Local (10DLC)

Consent Confirmation

After opting in, you will receive a confirmation SMS message from Name Retirement Transition Advisory Services confirming your subscription. The confirmation message includes our brand name, customer care contact information, opt-out instructions, message frequency, and a notice that message and data rates may apply.

Your Rights

You may opt out at any time by replying STOP to any message we send. You may also contact us directly at help@name-retirement-transition-advisory-services-1.trueprogroup.com or +1 (704) 616-5518 to manage your preferences.

For additional details, please review our Privacy Policy and Terms of Service.

Name Retirement Transition Advisory Services
102 Hidden Pastures Dr. Ste. 206, Cramerton, NC, 28032
help@name-retirement-transition-advisory-services-1.trueprogroup.com · +1 (704) 616-5518