Terms & Conditions

‍Entity: Asset Planning Group Inc. (APGI)

‍Effective Date: January 12, 2026

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Please review these Terms and Conditions thoroughly prior to utilizing our communication services.

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1. Acceptance of Terms

By opting in to receive SMS messages from Asset Planning Group, Inc. (“APGI,” “we,” “us,” or “our”), you agree to be bound by these Terms & Conditions. If you do not agree, please do not opt in to or use our SMS messaging services.

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2. Consent and Opt-In

By providing your mobile phone number and opting in, you confirm that the number belongs to you and that you authorize APGI to send you transactional, informational, and marketing SMS messages related to your consulting engagement, account activity, or firm promotions.

  • Standard messaging and data rates may apply depending on your mobile carrier.

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3. Message Frequency

Message frequency varies based on your specific consulting needs, account activity, and preferences. APGI strives to limit communications to high-value, relevant updates.

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4. Message Content

SMS messages from APGI may include:

  • Account notifications and security alerts.
  • Meeting confirmations and scheduling updates.
  • Market insights and educational investment-related content.
  • Firm announcements and service updates.

Note: SMS messages are for informational purposes and do not constitute formal financial, investment, or legal advice.

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5. Opt-Out Instructions

You may withdraw your consent at any time by replying “STOP” to any message received from us. Following an opt-out, you will receive one final confirmation message. To resume services, you must re-enroll. For assistance, reply “HELP” or contact our client services team directly.

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6. Data Privacy

Your privacy is a cornerstone of our fiduciary duty. Personal information collected through SMS services is handled in accordance with the APGI Privacy Policy. We do not sell or lease your mobile data to third parties for marketing purposes.

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7. Carrier Limitations

SMS delivery is subject to the reliability of your mobile carrier’s network. APGI is not responsible for delayed, failed, or undelivered messages caused by factors beyond our immediate control.

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8. Service Disruptions

While we aim for 100% reliability, interruptions may occur due to technical maintenance or carrier issues. APGI is not liable for any losses arising from the failure to receive a time-sensitive alert via SMS.

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9. Disclaimer

All SMS communications are provided on an “as-is” basis. While we strive for accuracy, messages may reference market trends or firm features that do not guarantee future financial outcomes or portfolio performance.

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10. Changes to Terms

Asset Planning Group Inc. reserves the right to modify or update these Terms at any time. Your continued interaction with our SMS services following such changes constitutes acceptance of the revised Terms.

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