Privacy Policy

SMS Consent, and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes.

 

1. SMS Consent Communication (Data Privacy)

This explicitly assures users that their mobile data is protected.

Text to include: "The information phone numbers obtained as part of the SMS consent process will not be shared with third parties for marketing purposes."

2. Types of SMS Communications (Use Cases)

We must outline exactly why we are texting clients. Note: Let me know if you plan to send marketing offers, otherwise we will keep it strictly administrative.

  • Text to include: "If you have consented to receive text messages from Pegasus Financial Planning, LLC, you may receive messages related to the following: (This is just an example, above here you need to specify the use case according to your TCR  form) 

    • Appointment and meeting reminders

    • Follow-up messages or account updates

    • Client service discussion (not including transaction authorizations)

  • Example to display: "Hello, this is a friendly reminder of your upcoming financial review meeting with Pegasus Financial Planning on 7/16/2026 at 11:53 am. You can reply STOP to opt out of SMS messaging from Pegasus Financial Planning at any time."

3. Message Frequency

Carriers require transparent expectations regarding how often clients will hear from you.

  • Text to include: "Message frequency may vary depending on the type of communication. For example, you may receive up to 1 SMS messages per week related to your appointments or account status."

  • Example to display: "Message frequency may vary. You may receive up to 2 SMS messages per week regarding your appointments or account status."

4. Potential Fees for SMS Messaging

A standard legal disclosure regarding carrier rates.

  • Text to include: "Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally."

5. Opt-In Method

This states exactly how a user provides consent. Users sign the Investment Advisor Authorization for to authorize SMS messaging.

  • Text to include: "You may opt in to receive SMS messages from Pegasus Financial Planning, LLC in the following ways:

    • By filling out a paper form"

6. Opt-Out Method

Users must have an instant, automated way to opt out.

  • Text to include: "You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list."

7. Help & Support

Instructions for users who experience issues or need help.

  • Text to include: "If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at 866-475-9216."

8. Standard Messaging Disclosures (Summary Footer)

This brief text block must live right beneath the phone number input field on any web forms you use, as well as at the bottom of the T&C page.

  • Text to include:

    • Message and data rates may apply.

    • You can opt out at any time by texting "STOP."

    • For assistance, text "HELP" or visit our Privacy Policy Above.

    • Message frequency may vary.