SMS Privacy Policy
Effective Date: 5/1/2026
Company Name: Dallas Financial Planning
Website: Dallasfp.com
Contact: pm@dallasfp.com 972-533-6073
Dallas Financial Planning (DFP) respects your privacy. This SMS Privacy Policy explains how we collect, use, and protect information when you opt in to receive text messages from us.
SMS Communications
By providing your mobile phone number and opting in to receive SMS messages from DFP, you agree to receive text messages from us. The purpose of these SMS communications may include account-related alerts, appointment reminders, service updates, client support messages, financial planning updates, educational information, and promotional communications where permitted by law.
Consent to receive SMS messages is not required as a condition of purchasing any products or services.
Mobile Number Privacy
DFP will not sell, rent, or share your mobile phone number or SMS opt-in information with third parties for their own marketing purposes.
We may share information with service providers who help us send SMS messages or support our business operations, but only as necessary for those services and subject to appropriate confidentiality protections.
Message Frequency
Message frequency may vary depending on your relationship with us, your communication preferences, and the types of messages you have agreed to receive. You may receive recurring messages from DFP.
Message and Data Rates
Message and data rates may apply. Your mobile carrier may charge fees for sending or receiving text messages. DFP is not responsible for any charges from your mobile carrier.
How to Opt Out
You may opt out of receiving SMS messages at any time by replying STOP to any text message from us.
After you reply STOP, we may send one final confirmation message to confirm that you have been unsubscribed. You will not receive further SMS messages unless you opt in again.
Help Instructions
For help, reply HELP to any text message from us or contact us at:
Email: pm@dallasfp.com
Phone: 972-533-6073
Mailing Address: 1400 Preston Rd Ste 400, Plano, TX 75093
Information We Collect
When you opt in to receive SMS messages, we may collect your mobile phone number, name, contact information, SMS consent status, opt-in and opt-out records, message history, and any information you provide in response to our messages.
How We Use Information
We use SMS-related information to send authorized text messages, provide client support, manage communication preferences, maintain compliance records, respond to inquiries, and comply with applicable legal and regulatory obligations.
Data Security
We use reasonable administrative, technical, and physical safeguards to protect information collected through SMS communications. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
Changes to This Policy
We may update this SMS Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.
Contact Us
Questions about this SMS Privacy Policy may be directed to:
Dallas Financial Planning
1400 Preston Rd Ste 400, Plano, TX 75093
972-533-6073
SMS Terms and Conditions
Effective Date: 5/1/2026
Company Name: Dallas Financial Planning
Website: Dallasfp.com
Contact: pm@dallasfp.com | 972-533-6073
These SMS Terms and Conditions govern your use of the SMS communication program offered by Dallas Financial Planning (DFP). By opting in to receive text messages from DFP, you agree to these SMS Terms and Conditions.
SMS Program Description
Dallas Financial Planning may use SMS text messaging to communicate with clients, prospective clients, and other individuals who have opted in to receive messages from us. SMS communications may include account-related alerts, appointment reminders, service updates, client support messages, financial planning updates, educational information, and promotional communications where permitted by law.
SMS messages are intended for general communication purposes and may not include all information relevant to your financial situation. You should not rely solely on SMS messages for financial, investment, tax, legal, or other professional advice.
Consent to Receive SMS Messages
By providing your mobile phone number and opting in to receive SMS messages from DFP, you authorize us to send text messages to the mobile number you provided. Consent to receive SMS messages is not required as a condition of purchasing any products or services from DFP.
You represent that you are the account holder or authorized user of the mobile phone number provided. You agree to notify us promptly if your mobile number changes or if you are no longer authorized to use the mobile number you provided.
Message Frequency
Message frequency may vary depending on your relationship with DFP, your communication preferences, and the types of messages you have agreed to receive. You may receive recurring SMS messages from DFP.
Message and Data Rates
Message and data rates may apply. Your mobile carrier may charge fees for sending or receiving text messages. DFP is not responsible for any charges imposed by your mobile carrier.
Opt-Out Instructions
You may opt out of receiving SMS messages at any time by replying STOP to any text message from DFP.
After you reply STOP, we may send one final confirmation message to confirm that you have been unsubscribed. After that, you will not receive further SMS messages from DFP unless you opt in again.
Help Instructions
For help, reply HELP to any text message from DFP or contact us at:
Email: pm@dallasfp.com
Phone: 972-533-6073
Mailing Address: 1400 Preston Rd Ste 400, Plano, TX 75093
Privacy
Your privacy is important to us. Please review our SMS Privacy Policy for information about how we collect, use, and protect information related to SMS communications.
DFP will not sell, rent, or share your mobile phone number or SMS opt-in information with third parties for their own marketing purposes.
No Financial Advice by SMS
SMS communications from DFP are provided for convenience and general communication purposes. Text messages should not be considered personalized financial planning, investment, tax, legal, or accounting advice.
You should contact DFP directly before making financial decisions based on any SMS communication. Do not send sensitive personal, financial, account, tax, legal, or confidential information by text message unless specifically instructed through a secure process.
Delivery Not Guaranteed
SMS message delivery is subject to the effective transmission by your mobile carrier and other service providers. DFP does not guarantee that SMS messages will be delivered, received, or read in a timely manner.
DFP is not responsible for delayed, undelivered, incomplete, or misdirected messages, or for any errors in the transmission of SMS communications.
Carrier Disclaimer
Mobile carriers are not liable for delayed or undelivered messages.
User Responsibilities
You agree to provide accurate and current contact information. You are responsible for maintaining the confidentiality and security of your mobile device and for any SMS messages received on your device.
You agree not to use the SMS communication program for unlawful, abusive, harassing, fraudulent, or inappropriate purposes.
Changes to These Terms
DFP may update these SMS Terms and Conditions from time to time. Any changes will be posted on this page with an updated effective date. Your continued participation in the SMS communication program after changes are posted constitutes your acceptance of the updated terms.
Termination of SMS Program
DFP may suspend or terminate the SMS communication program, or your participation in the program, at any time and for any reason, with or without notice.
Contact Us
Questions about these SMS Terms and Conditions may be directed to:
Dallas Financial Planning
1400 Preston Rd Ste 400, Plano, TX 75093
972-533-6073
pm@dallasfp.com