Strategic Income Group provides SMS notifications to clients and individuals who voluntarily provide their phone number through our website forms, appointment scheduling pages, or event registration pages.
How Users Opt In
Users opt in to receive SMS messages by entering their phone number on a form located on our website when scheduling an appointment, registering for an event, or submitting a contact request. During the form submission process, users are presented with a clear SMS disclosure explaining the purpose of the messages and how they can opt out at any time.
These pages contain a phone number field with SMS disclosure language displayed near the field so users understand that submitting their phone number indicates consent to receive SMS messages from Strategic Income Group.
SMS Disclosure Language
The following disclosure text is displayed on our forms near the phone number field:
By providing your phone number and opting in, you agree to receive SMS messages from Strategic Income Group regarding appointments, financial planning updates, service notifications, and event reminders. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for assistance.
Message Frequency
Message frequency varies depending on the user's interaction with Strategic Income Group services, but typically ranges from 1–4 messages per month.
Opt-Out Instructions
Recipients may opt out of SMS communications at any time by replying STOP to any message received. Recipients may reply HELP for assistance or call our office at (480) 466-7070 to speak to one of our representatives.
Strategic Income Group only sends SMS messages to individuals who have directly provided their phone number and consented to receive communications. We do not send unsolicited messages and do not use purchased or third-party lead lists.
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Keri Alcos joins Strategic Income Group as a seasoned associate financial planner and licensed Medicare specialist with 20+ years in the financial services industry. Keri brings with her the Certified Wealth Strategist ® designation and she is also a Licensed Medicare Agent. Keri has significant expertise in managing investment portfolios and creating comprehensive financial plans for clients at large brokerage firms including, Charles Schwab & Company, Morgan Stanley, and USAA. She has a highly robust depth of knowledge in wealth management solutions, financial planning strategies, tax management, and Medicare health care solutions.
As a former collegiate athlete, Keri has a passion for health and loves educating and helping others with Medicare solutions tailored to their unique health needs and wellness preferences. She was born in Southern California and graduated from the University of Cal State Long Beach with a BA in Psychology. Keri has been married to her wonderful husband Michael for almost 7 years, who retired from the United States Air Force after 20 years of service. As a blended family, they have four amazing children: Dylan (21), Katelyn (17), Ian (13) and Ella (5).