Effective Date: January 1, 2026
Last Updated: January 1, 2026

This SMS Addendum supplements the Privacy Policy of Paladin Wealth & Estate Planning L.L.C. (“Company,” “we,” “our,” or “us”).

By opting in to receive SMS communications, you agree to these terms.


1. Program Description

By providing your mobile number and affirmatively opting in, you consent to receive text messages regarding:

  • Appointment confirmations and reminders
  • Educational information
  • Webinar registrations
  • Service-related notifications
  • Occasional promotional communications

Message frequency varies.


2. Consent

Your consent:

  • Is not required as a condition of purchase
  • May be withdrawn at any time
  • Applies only to the number provided

We send SMS communications only to individuals who provide express consent.


3. Opt-Out

You may opt out at any time by replying:

STOP

You will receive a confirmation message and no further texts unless you re-enroll.


4. Help

Reply HELP for assistance or contact:

Email: info@paladinfinservices.com
Website: www.paladinfinservices.com


5. Message & Data Rates

Message and data rates may apply depending on your wireless carrier.

Paladin Wealth & Estate Planning L.L.C. is not responsible for carrier charges.


6. Carrier Liability

Supported by major U.S. carriers. Delivery is not guaranteed.

Carriers are not liable for delayed or undelivered messages.


7. Data Usage

We do not sell SMS opt-in data.

SMS consent information is used solely for business communication and compliance purposes and is not shared with third parties for marketing.


8. Security

SMS is not encrypted. Sensitive information should not be transmitted via text message.


9. Eligibility

Participants must be 18 years or older.


10. Modifications

We may update these SMS Terms at any time. Continued participation constitutes acceptance.

We place the protection of our clients, their families, and their legacies above all else. Every recommendation is measured by how well it safeguards what matters most.

Services

Estate Planning

Tax-Free Retirement

Wealth Protection

Mortgage Protection

Medicare

Careers

Join Our Team

Agent Resources

Our Carriers

Contact Info

© Copyright Paladin Wealth & Estate Planning L.L.C. All Rights Reserved.