Privacy Policy + Terms & Conditions

Privacy Policy

Simplify Wealth Partners

Effective Date: 1/1/2025

At Simplify Wealth Partners, your privacy is a priority. This policy explains how we collect, use, share, and protect your personal information.

1. Information We Collect

• Personal Info: Name, contact info, SSN, date of birth

• Financial Info: Income, account numbers, investment and transaction history

• Usage Data: Logins, communication history, preferences

2. How We Use Your Information

• Provide financial planning and advisory services

• Open, manage, and service accounts

• Fulfill legal and compliance obligations

• Improve our services and client experience

• Communicate relevant updates, offers (with your consent)

3. Sharing Your Information

We do not sell your personal information. We may share it with:

• Service Providers for operational support (bound by confidentiality)

• Regulators or Legal Authorities when required by law

• Affiliates or partners (only as allowed under applicable law)

• Others, only with your explicit permission

4. Data Security

We use strong administrative, physical, and technical measures to protect your data. While no system is completely secure, we are committed to industry best practices.

5. Your Privacy Rights

Depending on your location, you may have the right to:

• Access or correct personal data

• Request deletion of your information

• Opt out of marketing communications

• Limit certain types of data sharing

• Contact us to exercise any of these rights.

6. Third-Party Links

Our site or communications may contain links to third-party websites. We are not responsible for their privacy practices.

7. Children's Privacy

We do not knowingly collect or store data from individuals under the age of 18.

8. Changes to This Policy

We may update this Privacy Policy periodically. Changes will be posted here with the effective date updated accordingly.

9. Contact Us

Simplify Wealth Partners

10935 Estate Ln Suite 102 Dallas, TX 75238

Email: privacy@simplifyenterprises.com

Phone: 214-991-8386

TERMS OF SERVICE

SMS Terms of Service

Effective Date: 1/1/2025
Company: Simplify Wealth Partners
 

These SMS Terms of Service ("SMS Terms") govern your subscription to receive text messages (SMS) from Simplify Wealth Partners. By opting in to receive SMS communications from us, you agree to these SMS Terms and our Privacy Policy.

1. Program Description

By opting in, you agree to receive SMS messages from Simplify Wealth Partners. These messages may include:

• Appointment reminders

• Account or service updates

• Educational content or tips

• Event invitations

• Promotional or marketing messages (where applicable)
  
  

Message frequency may vary depending on your engagement with our services.

2. Opt-In

You can opt in to receive SMS messages by:

• Checking the consent box on our website form

• Texting a keyword (e.g., “JOIN” or “START”) to our designated number

• Giving verbal or written consent to a representative of Simplify Wealth Partners
  
  

By opting in, you confirm that you are the account holder or authorized user of the mobile number provided.

3. Opt-Out

You may opt out of receiving SMS messages at any time by:

• Replying STOP to any message you receive

• Contacting us directly at 214-646-8588
  
  

Once we receive your opt-out request, you will no longer receive SMS messages unless you opt back in.

4. Message & Data Rates

Message and data rates may apply depending on your mobile carrier and plan. Simplify Wealth Partners is not responsible for any fees charged by your carrier.

5. Supported Carriers

SMS messages are supported on most U.S. carriers but delivery is not guaranteed. Some carriers may not support all message types.

6. Privacy

We value your privacy. Personal data collected through the SMS program is used in accordance with our Privacy Policy. We do not sell your personal information to third parties.

7. Help

For assistance, reply HELP to any message or contact our support team:

Simplify Wealth Partners
privacy@simplifyenterprises.com
www.simplifywealthpartners.com

8. Changes to SMS Terms

We may update these SMS Terms at any time. If changes are material, we will provide notice (e.g., via SMS or on our website). Your continued participation after changes means you accept the updated terms.