SMS Terms & Conditions

By providing your phone number and opting in to receive text messages from Innovative Wealth Planning, you agree to the following terms:

  • Message Purpose: Text messages are used for account updates, appointment reminders, and client service inquiries. Mobile info is never sold or shared for marketing purposes.

  • Opt-Out: Reply STOP to any text message at any time to cancel SMS communications.

  • Support: Reply HELP or contact info@iwplan.com / (860) 386-8550 for assistance.

  • Rates & Frequency: Message and data rates may apply. Message frequency varies. Wireless carriers are not liable for delayed or undelivered messages.