Opt-In 

You may opt in to receive SMS/MMS messages from Paul R. Ried Financial Group, LLC by providing your mobile phone number through our website, client forms, or other direct communication with our firm and consenting to receive messages. Consent to receive text messages is not a condition of receiving advisory services or entering into any agreement with our firm. 

Types of Messages 

Text messages from Paul R. Ried Financial Group, LLC may include, but are not limited to: 

• Appointment reminders and scheduling confirmations 

• Account-related notifications and service alerts 

• Responses to inquiries 

• Meeting follow-ups and document requests 

Message Frequency 

Message frequency will vary. The number of messages you receive will depend on your needs and activities. 

Message and Data Rates 

Message and data rates may apply depending on your mobile carrier and service plan. Paul R. Ried Financial Group, LLC is not responsible for any fees charged by your wireless carrier. 

Opt-Out 

You may opt out of receiving text messages at any time by replying STOP to any message. Alternatively, you may request removal from text communications by contacting us directly at 425-646-6777 or info@paulried.com. We will honor opt-out requests within ten (10) business days. After opting out, you will no longer receive SMS messages unless you opt in again. Opting out of text messages does not affect communications by other means (e.g., email, mail, phone) and does not terminate any advisory agreement. 

Help 

For assistance, reply HELP to any message or contact us directly at (425) 646-6777. 

Privacy 

Paul R. Ried Financial Group, LLC respects your privacy and is committed to protecting your personal information. We do not sell, rent, or share your mobile number or personal information with third parties for marketing purposes. You may view our privacy policy here www.paulried.com/p/privacy-policy  

Data Retention 

We retain SMS-related information only as long as necessary to provide messaging services and to comply with applicable legal and regulatory requirements. 

Sensitive Information 

Text messaging is not a secure method of communication. Please do not send sensitive personal, financial, or account information — such as Social Security numbers, account numbers, or passwords — via text message. If you need to share sensitive information, please contact our office directly. 

Carrier Disclaimer 

Wireless carriers are not liable for delayed or undelivered messages. Delivery is subject to effective transmission by your wireless carrier and network availability. 

Changes to These Terms 

We may update these SMS Terms from time to time. The most current version will be available on our website at www.paulried.com. Your continued receipt of text messages after any update constitutes acceptance of the revised terms. 

Contact Us 

Paul R. Ried Financial Group, LLC 
10801 Main Street, Suite 201 
Bellevue, WA 98004 
(425) 646-6777 
info@paulried.com 
www.paulried.com