Terms & Conditions

Effective Date: June 25, 2026

SMS Text Messaging Terms & Conditions

By providing your mobile phone number and opting in to receive text messages from Measured Financial, you agree to these SMS Terms & Conditions.

Purpose of Our Text Messages

Measured Financial sends text messages for customer service and informational purposes, including:

Appointment scheduling
Appointment confirmations and reminders
Responding to client questions
Requests for documents or signatures
Meeting follow-up
General client service communications
Account-related notifications

We do not use SMS for unsolicited marketing or promotional campaigns.

Consent

By providing your mobile number, you consent to receive SMS messages from Measured Financial.

Your consent is not required as a condition of purchasing any product or service.

Message Frequency

Message frequency varies depending on your interactions with our office.

Message & Data Rates

Message and data rates may apply depending on your wireless carrier and mobile plan.

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

Supported Carriers

SMS service is available on participating U.S. wireless carriers. Carrier availability may change without notice.

Privacy

Your use of our SMS service is also governed by our Privacy Policy.

Changes

Measured Financial may modify these Terms & Conditions at any time. Updated versions will be posted on our website.

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.

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of California or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

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