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.

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 varies depending on the user's interaction with Strategic Income Group services, but typically ranges from 1–4 messages per month.

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.