Safeguard Estate and Financial offers an SMS messaging program to keep you informed about our services. Below you will find complete details about how our program works.
Safeguard Estate and Financial sends non-promotional SMS messages regarding consultation follow-ups, service updates, appointment reminders, and financial plan reviews. We also offer optional promotional messages about financial planning updates, investment strategy insights, retirement preparation tips, and market updates for users who separately consent.
You can opt in to receive SMS messages from Safeguard Estate and Financial by visiting our contact page and completing the following steps:
Both consent checkboxes are unchecked by default and require your active selection. Providing your phone number and checking a consent checkbox is entirely optional and is not required to use our services.
The following are examples of the types of SMS messages you may receive from Safeguard Estate and Financial:
Sample 1 (Non-Marketing — Inquiry Follow-Up):
"Safeguard Estate and Financial: Hi, thank you for your interest in financial planning. A team member will contact you within 24 hours to discuss your needs in Scottsdale , AZ. Reply STOP to opt out or HELP for assistance. Msg & data rates may apply."
Sample 2 (Non-Marketing — Appointment Confirmation):
"Safeguard Estate and Financial: Your investment management consultation has been confirmed. We look forward to helping you. Questions? Call +1 480-842-5000. Reply STOP to opt out. Msg & data rates may apply."
Sample 3 (Non-Marketing — Service Update):
"Safeguard Estate and Financial: Your Financial Planning request is being processed. Our team will update you shortly. Questions? Reply HELP or call +1 480-842-5000. Msg & data rates may apply. Reply STOP to opt out."
After opting in, you will receive a confirmation SMS message from Safeguard Estate and Financial confirming your subscription. The confirmation message includes our brand name, customer care contact information, opt-out instructions, message frequency, and a notice that message and data rates may apply.
You may opt out at any time by replying STOP to any message we send. You may also contact us directly at help@safeguard-estate-and-financial-1.trueprogroup.com or +1 480-842-5000 to manage your preferences.
For additional details, please review our Privacy Policy and Terms of Service.
Safeguard Estate and Financial
9000 E Pima Center Pkwy ste 150, Scottsdale, AZ, 85258
help@safeguard-estate-and-financial-1.trueprogroup.com · +1 480-842-5000