Terms of Service

What service does your company or business provide to your customers? 

Moffatt Financial Strategies, LLC is an independent financial advisory firm providing personalized retirement planning, wealth management, and investment strategies. Serving individuals and families, the firm focuses on creating tailored financial plans to help clients build, protect, and transfer wealth with confidence.

What types of text messages will you send?

Text Messages will include appointment reminders, meeting confirmations, and important account or service updates. Moffatt Financial Strategies ensures timely communication to support clients’ financial planning and provide prompt updates on their accounts or scheduled consultations.

 Examples SMS Messages:

Hello [Client Name], this is Moffatt Financial Strategies. You have a meeting scheduled on [Date] at [Time]. Reply CONFIRM to confirm or call us at 682-747-0134 to reschedule. Text STOP to opt out. Msg & data rates may apply.

Hello [Client Name], this is a reminder from Moffatt Financial Strategies regarding your upcoming financial review. Please call 682-747-0134 if you need to make changes. Text STOP to opt out. Msg & data rates may apply.

Hello [Client Name], your document from Moffatt Financial Strategies is ready for review. Please contact our office at 682-747-0134 with any questions. Text STOP to opt out. Msg & data rates may apply.

Mobile carriers require businesses to support opt-in, opt-out, and help keywords based on their use case. Businesses are required to honor all opt-out requests, and must allow opt-out via text messaging.

Opt-in Message:
Thank you for choosing Moffatt Financial Strategies. You are now subscribed to receive important updates about your appointments and account information. Reply HELP for assistance or STOP to unsubscribe. Msg & data rates may apply. Message frequency may vary.

Opt-out Message:
You have successfully unsubscribed from Moffatt Financial Strategies messages. You will no longer receive updates. To opt back in, reply RESUME. For assistance, call 682-747-0134. Msg & data rates may apply.

Help Message:
Thank you for contacting Moffatt Financial Strategies. You can find help online at https://www.moffattfinancialstrategies.com or call 682-747-0134.