SMS Privacy Policy – Overview

Resolution Financial Advisors LLC (“Resolution,” “we,” “us,” or “our”) may communicate with clients and prospects via SMS/text message in connection with our financial advisory, fiduciary, and insolvency services. This Policy explains how we collect, use, and protect your mobile phone information and what rights you have regarding our text communications.

 

Information We Collect

In connection with SMS communications, we may collect:

  • Your mobile phone number
  • The content of messages you send to us
  • Opt-in and opt-out timestamps for compliance recordkeeping
  • Any information you voluntarily provide in your replies

 

How We Use Your Information

We use your mobile number and message history to:

  • Communicate with you about your engagement with us
  • Send appointment reminders and case notifications
  • Maintain compliance records as required by the TCPA and applicable law
  • Improve the quality of our communications

 

Sharing of Information

We do not sell or rent your mobile phone number or message history. We only share this information as described below.

We may share your information with trusted service providers who assist us in delivering text messages (such as SMS platform providers), subject to confidentiality obligations. We may also disclose information as required by law, court order, or in connection with our fiduciary duties in legal proceedings.

 

Data Retention

We retain consent records, opt-in/opt-out logs, and message records for a minimum of four (4) years as required for TCPA compliance. When records are no longer required, we securely delete or anonymize them.

 

Security

We take reasonable technical and organizational measures to protect your mobile information from unauthorized access, use, or disclosure. However, no method of electronic transmission is 100% secure, and we cannot guarantee absolute security.

Changes to This Policy

We may update this SMS Privacy Policy from time to time. When we make material changes, we will update the effective date at the top of this document and post the revised policy at www.resolutionfa.com. Continued use of our SMS communications after any update constitutes acceptance of the revised policy.

 

Questions about this SMS Privacy Policy? Contact us at:

 

SMS Terms & Conditions

 

  1. SMS Consent Communication

By providing your mobile phone number and opting in to receive SMS communications from Resolution Financial Advisors by submitting an online form, you expressly consent to receive text messages from us at the number provided regarding appointment reminders and scheduling confirmations, case updates and document request notifications, and general business communications related to active engagements.

 

  1. Types of Messages We Send

If you have consented to receive text messages from Resolution Financial Advisors, you may receive messages related to the following specific examples:

  • Appointment reminders and scheduling confirmations
  • Case updates and document request notifications
  • General business communications related to active engagements

 

  1. . Message Frequency and Rates

Message frequency will vary depending on the nature of your engagement with us. You may receive up to a few messages per week during active case periods.

 

  1. Message and data rates may apply.

Standard carrier rates charged by your mobile provider will apply to all messages sent and received.

 

  1. How to Opt-In

You may opt in to receive SMS messages from Resolution Financial Advisors by submitting an online form.

 

  1. How to Opt-Out

You may opt out of receiving text messages from Resolution Financial Advisors at any time using any of the following methods:

 

  • Text STOP to any message we send you.
  • Email us at info@resolutionfa.com with your name and phone number and a request to stop texting.
  • Call us directly to request removal.

 

After opting out, you will receive one final confirmation text and no further messages, except where required by law. We will process all opt-out requests promptly and within 10 business days at the latest.

 

  1. How to Get Help

Text HELP in reply to any message for assistance or contact us directly at info@resolutionfa.com or visit www.resolutionfa.com.