Privacy Policy

Effective Date: June 25, 2026

Measured Financial respects your privacy.

This Privacy Policy applies specifically to text messaging (SMS) communications between Measured Financial and its clients.

Information We Collect

When you communicate with us by text message, we may collect:

Mobile phone number
Name
Message content
Date and time of messages
Communication history

How We Use Your Information

We use SMS communications to:

Schedule appointments
Confirm appointments
Respond to client inquiries
Provide customer service
Request documents or information needed to serve you
Communicate regarding your relationship with Measured Financial

Information Sharing

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

We may share information only as necessary to provide our messaging services, including:

Microsoft Teams
Telecommunications carriers
SMS service providers
Technology vendors assisting with message delivery

These providers may only use the information necessary to deliver SMS messages.

We may also disclose information when required by law or regulation.

Data Security

We use commercially reasonable administrative, technical, and physical safeguards to protect your information.

Because SMS is not encrypted end-to-end, please do not send:

Social Security numbers
Account numbers
Passwords
PINs
Investment account credentials
Other highly sensitive personal information

If sensitive information is required, we will provide a secure method for transmitting it.

Data Retention

SMS communications may be retained as part of our business records and regulatory recordkeeping obligations.

Opting Out

You may opt out at any time by replying: STOP

After you send STOP, you will receive one confirmation message and no further SMS messages will be sent unless you opt back in.

Getting Help

Reply: HELP or contact us directly:

Measured Financial
Phone: 916.975.3700
Email: info@measuredfinancial.com
Website: https://www.measuredfinancial.com

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

Would you like to meet with one of our advisors?

3017 Douglas Blvd, Suite 300
Roseville, CA 95661

(916) 975-3700 Office
(916) 200-2136 Fax

Securities offered through Whitehall-Parker Securities, Inc. Member FINRA/SIPC.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Tailored Wealth Management LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Tailored Wealth Management LLC a Registered Investment Advisor in the State of California.

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