These Terms and Conditions explain the rules, disclosures, and SMS messaging terms for using the website and communication services of Successful Planning Services, Inc.
Legal Business Name: Successful Planning Services, Inc.
Website: https://successfulplanningservices.org/offer
Phone: (916) 847-9390
Email: [email protected]
By accessing or using this website, submitting a form, scheduling a consultation, calling our office, or opting in to receive communications from Successful Planning Services, Inc., you agree to these Terms and Conditions.
If you do not agree with these Terms and Conditions, please do not use this website or submit your information through our online forms.
Successful Planning Services, Inc. provides financial planning-related services and guidance, which may include retirement planning, investment planning, estate planning, insurance planning, tax planning considerations, cash flow planning, education planning, and general financial planning conversations.
When users opt in to receive messages from Successful Planning Services, Inc., they can expect to receive communications related to consultation requests, appointment scheduling, appointment reminders, follow-up messages, service-related updates, and responses to inquiries submitted through our website or other communication channels.
The content on this website is provided for general informational purposes only. It should not be considered individualized financial, investment, tax, legal, estate, retirement, or insurance advice.
Submitting information through this website does not create a client relationship with Successful Planning Services, Inc. A client relationship is only established after appropriate review, documentation, and acceptance by Successful Planning Services, Inc.
Financial planning and investment planning involve risk. Successful Planning Services, Inc. does not guarantee any specific investment return, retirement result, financial outcome, income level, tax result, estate planning result, or future performance.
Any financial planning discussion should be based on each client’s individual needs, goals, objectives, risk tolerance, time horizon, and financial situation.
By providing your mobile phone number and opting in through our website form or another approved opt-in method, you agree to receive SMS text messages from Successful Planning Services, Inc.
Users who opt in may receive text messages related to consultation requests, appointment confirmations, appointment reminders, appointment follow-ups, responses to submitted inquiries, customer service communications, and information related to financial planning services offered by Successful Planning Services, Inc.
Message frequency may vary depending on your inquiry, appointment activity, and communication preferences. You may receive messages when you request information, schedule an appointment, need appointment reminders, or request follow-up communication.
Message and data rates may apply for any messages sent to you from us and to us from you. If you have questions about your text plan or data plan, please contact your wireless provider.
You can cancel the SMS service at any time. Just text STOP to (916) 847-9390. After you send the SMS message STOP to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us.
If you want to join again, simply sign up as you did the first time, and we will start sending SMS messages to you again.
If you are experiencing issues with the messaging program, you can reply with the keyword HELP for more assistance, or you can get help directly by contacting us at [email protected] or (916) 847-9390.
Carriers are not liable for delayed or undelivered messages.
Consent to receive SMS messages is not a condition of purchasing any products or services from Successful Planning Services, Inc.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
Information sharing to subcontractors in support services, such as customer service, appointment scheduling, website hosting, communication delivery, or technical support, is permitted when necessary to provide services requested by the user.
All other use case categories exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties.
Successful Planning Services, Inc. does not sell, rent, or share mobile phone numbers, SMS opt-in data, or SMS consent records with third parties for marketing or promotional purposes.
If you need help with our website, consultation request process, SMS messaging program, or your communication preferences, you may contact Successful Planning Services, Inc. directly.
You must be at least 18 years old to use this website, submit information through our forms, schedule a consultation, or opt in to receive SMS communications from Successful Planning Services, Inc.
We do not knowingly collect personal information from individuals under the age of 18 through this website.
Your privacy is important to us. Our Privacy Policy explains how Successful Planning Services, Inc. collects, uses, protects, and handles your personal information.
If you have any questions regarding privacy, please read our Privacy Policy here: https://successfulplanningservices.org/privacy-policy
By submitting a form on this website, you authorize Successful Planning Services, Inc. to contact you using the information you provided. This may include phone calls, emails, and SMS text messages related to your inquiry, appointment reminders, consultation requests, and service-related communications.
You may opt out of SMS communications at any time by replying STOP. You may request help by replying HELP or contacting us directly at [email protected] or (916) 847-9390.
Successful Planning Services, Inc. may use third-party service providers to support website hosting, appointment scheduling, email communication, SMS delivery, customer service, analytics, and technical operations.
These service providers are permitted to use information only as necessary to provide support services. They are not permitted to use SMS opt-in data or mobile information for their own marketing or promotional purposes.
Successful Planning Services, Inc. is not responsible for technical issues, website interruptions, delayed communications, undelivered messages, errors, or omissions in website content. Users are responsible for reviewing information carefully and contacting us directly with questions.
Nothing on this website should be relied upon as a substitute for personalized financial, investment, tax, legal, or estate planning advice.
Successful Planning Services, Inc. may update these Terms and Conditions from time to time. Any updates will be posted on this page with a revised “Last Updated” date.
Continued use of the website after updates are posted means you accept the revised Terms and Conditions.
If you have questions about these Terms and Conditions, SMS communications, your privacy, or your communication preferences, please contact us:
Successful Planning Services, Inc.
Website: https://successfulplanningservices.org/offer
Phone: (916) 847-9390
Email: [email protected]
Last Updated: 2026