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Terms and Conditions

1. SMS Consent Communication
By providing your phone number, you consent to receive SMS communications from Whitaker Myers Wealth Managers LTD. The phone numbers collected for SMS purposes will not be shared with third parties for marketing or any other purpose without your explicit consent.

2. Types of SMS Communications
If you have opted-in to receive SMS messages from Whitaker Myers Wealth Managers LTD, you may receive the following types of communications:

  • Appointment reminders

  • Follow-up messages

  • Billing inquiries

  • Promotions or offers (if applicable)
     

Example: "Hello, this is a friendly reminder of your upcoming appointment with Dr. [Name] at [Location] on [Date] at [Time]. Reply STOP to opt out of SMS messaging at any time."

3. Message Frequency
The frequency of SMS messages may vary depending on the type of communication you have opted into. You may receive up to [X] SMS messages per week, depending on your interaction with us.

Example: "Message frequency may vary. You may receive up to 2 SMS messages per week regarding your appointments or account status."

4. Potential Fees for SMS Messaging
Standard message and data rates may apply to SMS communications based on your mobile carrier’s pricing plan. These fees may vary depending on whether the message is sent domestically or internationally.

5. Opt-In Method
You may opt-in to receive SMS communications by:

  • Verbally providing consent during a conversation

  • Submitting an online form

  • Completing a paper consent form


6. Opt-Out Method
You can opt out of receiving SMS messages at any time. To opt-out, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

7. Help
If you experience any issues, you can reply with the keyword "HELP" for assistance. For additional help, you can contact us directly at [Insert Link or Contact Info].

8. Standard Messaging Disclosures

  • Message and data rates may apply.

  • You can opt-out at any time by texting "STOP."

  • For assistance, text "HELP" or visit our [Privacy Policy] and [Terms and Conditions] pages.

  • Message frequency may vary.

Privacy Policy

 1. Introduction
Whitaker Myers Wealth Managers LTD ("we", "our", "us") is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website [https://www.whitakerwealth.com/] and use our services, including SMS communications.

2. Information We Collect
We collect personal information that you provide to us, such as your name, email address, phone number, and other details necessary for the services we offer. This information may be collected when you:

  • Fill out forms on our website

  • Subscribe to receive SMS or marketing communications

  • Interact with us through phone or email

  • Request assistance or services
     

3. How We Use Your Information
We use your personal information to:

  • Provide the services you request

  • Send SMS communications, such as appointment reminders or promotions

  • Respond to your inquiries

  • Improve our website and services


4. Sharing Your Information
We do not sell or share your personal information with third parties for marketing purposes. We may share your information with trusted third parties who assist us in operating our business, such as website hosting services or SMS communication platforms. These third parties are bound by confidentiality agreements and are prohibited from using your information for any other purpose.

5. SMS Communications
By providing your phone number, you consent to receive SMS communications from [Company Name]. You may receive appointment reminders, billing updates, promotions, and other relevant information. You can opt-out at any time by replying "STOP" to any SMS message you receive.

6. Data Retention
We will retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy or as required by law.

7. Your Rights
You have the right to:

  • Access the personal information we hold about you

  • Request corrections to your personal information

  • Opt-out of SMS communications at any time

  • Request that we delete your personal information, subject to certain legal exceptions


8. Security
We take appropriate measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction.

9. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Effective Date." Please review this Privacy Policy periodically for any updates.

10. Contact Us
If you have any questions or concerns about this Privacy Policy, please contact us at 330-345-5000.

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