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Messaging Privacy Policy

Users can opt in by texting a keyword (e.g., JOIN) to our 10-digit long code 817-328-6152 or by completing a web form on our website at https://retiresimply.com which includes a checkbox for SMS consent. Upon opt-in, users receive a confirmation message with details on message frequency, data rates, HELP and STOP instructions, and a link to our privacy policy.


These terms and conditions govern the use of SMS services provided by RetireSimply™. By subscribing to the service, you agree to be bound by these terms and conditions.

- To subscribe to the SMS service, the User must opt-in by providing their mobile number to RetireSimply.

- The User acknowledges that message and data rates may apply. RetireSimply is not responsible for any charges incurred by the User.

- The User acknowledges that they may receive up to 1-2 messages per week.

- The User may opt-out of the SMS service at any time by replying "STOP" to any Message received.

- RetireSimply will promptly stop sending Messages to the User upon receipt of the opt-out request.

Disclaimer of Liability
RetireSimply will not be liable for any loss, damage or inconvenience caused by the use of the SMS service.

The User assumes all risks and responsibility for the use of the SMS service.

By subscribing to the SMS service provided by RetireSimply, the User agrees to be bound by these terms and conditions. If the User does not agree to these terms and conditions, they should not subscribe to the SMS service.

Contact Information

If you have any questions or concerns about our privacy practices or this Privacy Policy, please contact us at info@retiresimply.com. 

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SOUTHLAKE

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Suite 140
Southlake, TX 76092

PLANO

FORT WORTH

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Suite 500
Plano, TX 75093

(near Costco on the Tollway)

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Suite 1200
Fort Worth, TX 76102

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McKinney, TX 75070

CONTACT

info@retiresimply.com
817-328-6152
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"Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.

"Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.

 

Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083."

 

Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083."

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