Terms & Conditions

Jeffords Wealth Management — Terms & Conditions

Last Updated: August 21, 2026

These Terms & Conditions govern your use of Jeffords Wealth Management's website and certain communications and services provided through it. By using our website or requesting services, you agree to these Terms & Conditions, as applicable.

SMS Messaging Program

Jeffords Wealth Management may provide SMS communications to individuals who affirmatively opt in to receive text messages from us.

Informational and transactional messages may include appointment confirmations, appointment reminders, scheduling updates, requests for information, follow-up communications, and information related to a Pension & Retirement Review or other services requested by the recipient.

If you separately provide consent to receive marketing communications, you may also receive promotional or marketing text messages from Jeffords Wealth Management.

Consent to Receive SMS Messages

By providing your mobile number and affirmatively opting in, you authorize Jeffords Wealth Management to send text messages to the mobile number you provided in accordance with the consent you gave.

Consent to receive marketing text messages is not a condition of purchasing any product or service.

Message Frequency and Charges

Message frequency varies depending upon your interactions with Jeffords Wealth Management and the services or communications you request.

Age Requirement

Jeffords Wealth Management's SMS messaging program is intended for individuals 18 years of age or older. By opting in to receive SMS messages, you confirm that you are at least 18 years old.

Message and data rates may apply. Your wireless carrier's standard messaging and data charges may apply.

Opt-Out Instructions

You may opt out of SMS communications at any time by replying STOP to a message.

After opting out, you may receive a confirmation that your opt-out request has been processed. You will no longer receive applicable SMS messages unless you subsequently provide consent again.

Help and Support

For assistance, reply HELP to a text message or contact Jeffords Wealth Management:

Email: [email protected]
Telephone: 661-998-8105

Carrier Disclaimer

Wireless carriers are not liable for delayed or undelivered messages. Delivery of SMS messages is subject to effective transmission by your wireless service provider and is outside the control of Jeffords Wealth Management.

Privacy

Your participation in our SMS program is subject to the Jeffords Wealth Management Privacy Policy. Mobile information and SMS opt-in consent will not be sold, rented, or shared with third parties or affiliates for their own marketing or promotional purposes.

Changes to These Terms

Jeffords Wealth Management may update these Terms & Conditions from time to time. Any updated version will be posted on our website with an updated effective or revision date.

Age Requirement
The Jeffords Wealth Management SMS messaging program is intended for individuals 18 years of age or older. By opting in, you confirm that you are at least 18 years old.

Privacy Policy
For privacy-related inquiries and information regarding how Jeffords Wealth Management collects, uses, and protects your information, please review our Privacy Policy: https://www.twa.live/terms--conditions-page.

Questions regarding these Terms & Conditions may be directed to:

Jeffords Wealth Management
Email: [email protected]
Telephone: 661-998-8105