INNOVATION ADVISORY GROUP

Privacy & Terms



SMS/MMS Privacy Statement & Employee Guidelines

Purpose

Innovation Advisory Group uses SMS/MMS text messaging to communicate with clients and, when appropriate, their financial advisors regarding tax strategy implementation, meeting scheduling, appointment reminders, invoice notifications, document follow-ups, and general service-related updates.

Text messaging is intended for individual business communications and is not used for mass marketing or promotional campaigns.

Privacy Statement

Innovation Advisory Group respects the privacy of our clients and protects the personal information they provide to us. Personal information collected in connection with our SMS/MMS communications will not be sold or shared with third parties or affiliates for their own marketing or promotional purposes.

Mobile phone numbers and SMS/MMS opt-in consent information will not be shared with third parties or affiliates for marketing or promotional purposes.

Information may be shared with service providers as necessary to deliver our business communications and operate our services, subject to applicable privacy and confidentiality obligations. We may also disclose information when required by law.

Innovation Advisory Group takes reasonable measures to protect client information and limit access to authorized personnel who need the information to perform their job responsibilities.

Employee Guidelines for Text Messaging

All employees who communicate with clients via SMS/MMS must follow these guidelines:

  • Business use only: Use text messaging for legitimate client service purposes, including scheduling, reminders, invoice follow-ups, and implementation updates.
  • Client privacy: Do not send sensitive tax, financial, or personally identifiable information through text messages. Direct clients to approved secure platforms when sensitive information must be exchanged.
  • Appropriate recipients: Send messages only to intended recipients with appropriate authorization and consent.
  • Opt-out requests: If a recipient replies STOP or otherwise asks not to receive text messages, promptly honor the request and follow Innovation Advisory Group's procedures for documenting and processing the opt-out.
  • Help requests: If a recipient replies HELP, provide the appropriate assistance and follow the organization's approved messaging procedures.
  • Professional communication: Keep messages courteous, concise, and directly related to the client's business with Innovation Advisory Group.
  • Approved systems: Use company-approved communication platforms and follow all applicable data security and recordkeeping policies.

SMS/MMS Consent and Opt-Out

Recipients must be informed of applicable messaging terms and privacy practices when they consent to receive text messages. Message frequency may vary, and standard message and data rates may apply depending on the recipient's mobile plan.

Recipients may opt out of SMS/MMS communications at any time by replying STOP. For assistance, recipients may reply HELP.

Opting out of text messages does not necessarily prevent Innovation Advisory Group from communicating with the recipient through other appropriate channels, such as email or phone, where permitted.

Employee Responsibility

All employees are responsible for protecting client information and complying with this policy. Questions about consent, privacy, opt-out requests, or appropriate text messaging practices should be directed to the designated manager or compliance contact.

Failure to follow these guidelines may result in additional training or corrective action consistent with company policy.



SMS Messaging Terms & Conditions


Effective Date: October 19, 2026

1. Brand Name and Program Description

Innovation Advisory Group provides SMS/MMS messaging to clients and, when appropriate, their financial advisors regarding tax strategy implementation and related business services. Messages may include appointment scheduling, meeting reminders, invoice notifications, document follow-ups, and updates regarding client service and implementation progress. Messages are informational and service-related, not mass marketing or promotional campaigns.

2. Message Frequency

Message frequency varies based on your interactions with Innovation Advisory Group, your scheduled meetings, and the status of your client services. You may receive multiple messages in a month depending on your communication needs and ongoing activities.

3. Message and Data Rates

Message and data rates may apply to messages sent and received, depending on your mobile carrier and wireless plan. Innovation Advisory Group is not responsible for charges imposed by your mobile carrier.

4. Opt-Out Instructions

You may opt out of receiving SMS/MMS messages at any time by replying STOP to any message from Innovation Advisory Group. After opting out, you will receive a confirmation message, and no further messages will be sent unless you choose to opt in again.

5. Help Instructions

For assistance, reply HELP to any message from Innovation Advisory Group. You may also contact our team through our usual business communication channels.

6. Consent to Receive Messages

By providing your mobile phone number and agreeing to receive text messages from Innovation Advisory Group, you consent to receive service-related SMS/MMS communications as described in these terms. Consent to receive text messages is not a condition of purchasing any goods or services. You may withdraw your consent at any time by replying STOP.

7. Privacy Policy

Innovation Advisory Group respects your privacy. We do not sell or share your mobile phone number or SMS consent information with third parties or affiliates for their own marketing or promotional purposes. For more information about how we handle personal information, please review our Privacy Policy

8. Carrier Disclaimer

Wireless carriers are not liable for delayed or undelivered messages. Message delivery is subject to your wireless carrier and other factors outside our control.

9. Changes to These Terms

Innovation Advisory Group may update these Terms & Conditions from time to time. Any updates will be published at the publicly accessible URL for this policy.

10. Contact Information

For questions about these Terms & Conditions or our SMS/MMS messaging program, please contact Innovation Advisory Group through our established business communication channels.