Terms of Service

Built to Support People and the Professionals Who Serve Them

‍Ad Opt-In Terms of Acceptance for Calls and Texts
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Effective Date: 01-01-2026

By opting into our communications, you agree to the following terms:

Consent to Communications

By providing your phone number and opting in, you hereby consent to receive communications from Coastal Wealth through:

Emails
Autodialed and/or pre-recorded telemarketing calls
AI-generated calls
Text messages (including SMS and MMS)

These communications may be sent from or on behalf of Coastal Wealth and our affiliated partners to the telephone number you provided, including your wireless number, if applicable.

Important: You understand that providing this consent is not a condition of purchase.

Types of Communications

You may receive the following types of communications:

Transactional messages: Appointment confirmations, service notifications, and account updates
Informational messages: Service announcements and important updates
Marketing messages: Promotional offers, new services, and special deals related to services or products you have expressed interest in—or that we believe may be relevant to you

Message Frequency

The frequency of messages from Coastal Wealth may vary depending on your interaction with our services. You may receive multiple messages per week or month based on your activity and the communications you've opted into.

Standard message and data rates may apply to any text messages.

Third-Party Communication

You agree that Coastal Wealth and its trusted partners may contact you for marketing, promotional, or informational purposes related to services or products you have expressed interest in—or that we believe may be relevant to you.

We do not sell your personal information to third parties for their own marketing purposes.

Opt-Out Options

You may withdraw your consent and stop receiving messages at any time by:

Replying STOP (or STOPALL, UNSUBSCRIBE, CANCEL, END, or QUIT) to any text message you receive from us
Emailing us at: Info@mycoastalwealth.com
Calling us at: 954.938.8800

After you opt out, you will receive one final confirmation message. You will then no longer receive messages from us unless you opt back in.

Help and Support

For help or assistance with our messaging program:

Reply HELP to any text message you receive from us
Email: info@mycoastalwealth.com
Phone: 954.938.8800

Sender Identification

All messages will clearly identify Coastal Wealth as the sender.

Message Delivery

We make reasonable efforts to deliver messages promptly, but cannot guarantee delivery times. Carriers are not liable for delayed or undelivered messages.

Your Responsibilities

By opting in, you confirm that:

You are the authorized user of the phone number provided
The phone number you provided is accurate and current
You are at least 18 years old or have parental/guardian consent

Privacy Policy

Your information will be used in accordance with our Privacy Policy, which outlines how we collect, use, share, and protect your personal data. We encourage you to review the policy to understand your rights and how we handle your information.

Changes to Terms

We reserve the right to modify or update these terms at any time. When we make changes:

We will update the "Effective Date" at the top of these terms
We may notify you of material changes via email, SMS, or our website
Continued participation in our communication program following any changes will constitute your acceptance of those changes

Acknowledgment

By providing your phone number and opting in, you acknowledge that:

You have read and agree to these SMS and Communication Terms
You understand you can opt out at any time by texting STOP
You consent to receive automated messages at the number provided
You understand that consent is not required to purchase our services

Last Updated: 01-01-2026

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