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Coordinated Plan Text Message Program Terms and Conditions

Our organization respects your privacy and is committed to protecting your personal information. This policy explains how we collect, use, and protect information related to SMS (text message) communications.

Consent to Receive Text Messages

By providing your mobile phone number and opting in, you consent to receive SMS or text messages from Coordinated Plan. These messages may include:

  • Meeting confirmations and reminders

  • Appointment scheduling or follow-ups

  • Operational or service-related notifications

  • Urgent or time-sensitive communications

     

How we collect consent

Consent is obtained verbally or in writing. When you provide your mobile number during a consultation or in client documents, our team will confirm your preference to receive business-related updates via text.

 

No Marketing or Third-Party Messaging

We do not use SMS messaging for mass marketing or third-party advertising. Your mobile information will not be shared with third parties or affiliates for marketing/promotional purposes.

 

Data Security & Use

We collect only the minimum information necessary (Name and Phone Number) to facilitate these communications. We maintain reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure.

 

Opt-Out and Help

  • To Opt-Out: Reply STOP to any message. You will receive one final confirmation text, and no further messages will be sent.

  • For Help: Reply HELP or contact us directly at the number below.

 

Service Availability Disclaimer

We do not guarantee the availability or performance of text messaging services and are not responsible for delays related to the transmission of texts or for undelivered messages.

 

Carrier Disclaimers

Message and data rates may apply. Message frequency varies. Wireless carriers are not liable for delayed or undelivered messages.

 

Changes to This Policy

We may update this Text Message Program Terms and Conditions from time to time. Any changes will be posted on our website.

 

Contact Us

You may contact us by calling (585) 450-2840 or emailing service@coordinatedplan.com.

 

 


 

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 Coordinated Plan, Inc. is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.