These Terms and Conditions govern your participation in the SMS messaging program provided by RetireSimply®. By opting in, you agree to the terms below.

Opt-In Process
You may opt in to receive SMS communications from RetireSimply® by providing your mobile number and checking the SMS consent box on one of our web forms (e.g., free guide downloads, giveaways, or event sign-ups). An example of this form is available on our website at https://www.retiresimply.com/freetaxguide.

After opting in, you will receive a confirmation message with:

Message Frequency
You may receive up to 1–2 messages per week, including updates, reminders, or important retirement-related content.

Charges
Message and data rates may apply. Please consult your wireless carrier for applicable fees.

STOP Instructions
To opt out of SMS messages at any time, simply reply STOP to any message. You will receive a final confirmation of your opt-out.

HELP Instructions
Need help? Reply HELP to any message or contact us:

📧 Email: info@retiresimply.com
📞 Phone: 817-328-6152

Privacy
Your information is securely managed and never shared without your consent. Review our full Privacy Policy for more details at https://www.retiresimply.com/compliance-pages/privacy-policy

Disclaimer
RetireSimply® is not responsible for delayed or undelivered messages. Participation is at your own discretion and risk. RetireSimply® values your privacy. We do not share, sell, rent, or disclose your personal information—including your mobile number—to third parties for their marketing purposes. Any information collected through our SMS campaign is used solely to communicate with you about your relationship with RetireSimply®, including retirement planning updates, reminders, and resources. Your data is protected in accordance with our Privacy Policy: https://www.retiresimply.com/compliance-pages/privacy-policy