Terms & Conditions

Effective Date: June 26, 2018

Welcome to Pacific United Financial Group ("PUFG," "we," "our," or "us"). By using our website or opting in to receive SMS communications, you agree to these Terms & Conditions.

SMS Communications

By providing your mobile phone number through our website, online forms, appointment scheduler, phone conversations, or other communications, you consent to receive text messages from Pacific United Financial Group regarding:

• Appointment confirmations

• Appointment reminders

• Retirement planning consultations

• Roth conversion consultations

• Client account follow-ups

• Educational financial content you have requested

• Customer service communications

• Responses to your inquiries

Your consent to receive SMS messages is not a condition of purchasing any product or service.

Message Frequency

Message frequency varies depending on your interactions with Pacific United Financial Group.

Typically, customers receive appointment reminders, follow-up messages, educational communications, and responses to customer service inquiries.

Message & Data Rates

Message and data rates may apply based on your wireless carrier's plan.

Pacific United Financial Group is not responsible for any messaging or data charges incurred by your mobile carrier.

Opt-Out

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

STOP

After opting out, you will receive one final confirmation message confirming your removal from our messaging program.

Help

For assistance, reply:

HELP

or contact us directly:

Pacific United Financial Group

Phone: (833)722-5433

Email: david@pacificunitedfinancial.com

Website: https://pacificunitedfinancial.com

Privacy

Your privacy is important to us.

Information collected through our website or SMS program will only be used to provide requested services, customer support, appointment communications, and educational information you have requested.

We do not sell, rent, or share your personal information with third parties for their independent marketing purposes.

Please review our Privacy Policy for additional information.

Eligibility

You must be at least 18 years of age to use our services.

Financial Information

The information provided through our website, emails, SMS messages, webinars, or consultations is intended for educational purposes only and should not be considered individualized tax or legal advice.

Investment, insurance, and retirement planning strategies should be discussed with your licensed financial professional and tax advisor before implementation.

Changes to These Terms

Pacific United Financial Group reserves the right to update these Terms & Conditions at any time.

Updated versions will be posted on this page with the revised effective date.

Contact Us

Pacific United Financial Group

Website:
https://pacificunitedfinancial.com

Email:
david@pacificunitedfinancial.com

Phone: (833)722-5433