Privacy Policy & SMS Terms
Firelands Wealth Management LLC ("Firelands Wealth Management," "we," "our," or "us") values your privacy and is committed to protecting the personal information you provide through our website.
Information We Collect
We may collect personal information that you voluntarily provide, including your name, email address, telephone number, mailing address, and any information you submit through our website's contact forms or other communications. We may also collect limited technical information such as your IP address, browser type, device information, and website usage through cookies or analytics tools.
How We Use Your Information
We use your information to:
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Respond to inquiries.
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Schedule appointments.
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Communicate regarding our financial planning, investment advisory, tax, insurance, and estate planning services.
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Provide customer support.
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Improve our website and services.
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Comply with applicable legal and regulatory obligations.
Sharing Your Information
We do not sell your personal information.
We may share your information with trusted service providers that assist us in operating our business or as required by law, regulation, court order, or governmental request.
SMS Consent, and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes.
SMS Communications
By providing your mobile phone number and opting in to receive text messages, you consent to receive SMS communications from Firelands Wealth Management. These messages may include appointment reminders, scheduling updates, requests for documents or information, account notifications, and other customer care communications.
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Message frequency may vary.
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Message and data rates may apply.
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Reply STOP at any time to opt out of future text messages.
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Reply HELP for assistance or visit https://www.firelandswealth.com/.
SMS Terms & Conditions
1. SMS Consent Communication:
The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.
2. Types of SMS Communications:
If you have consented to receive text messages from Firelands Wealth Management LLC, you may receive messages related to the following:
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Appointment Reminders
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Follow-up message
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Documents Received
Example: "Hello, this is a friendly reminder of your upcoming appointment with Bill Murray at Firelands Wealth Management LLC on Monday, June 29th, at 10 am. You can reply STOP to opt out of SMS messaging from Firelands Wealth Management LLC at any time."
3. Message Frequency:
Message frequency may vary depending on the type of communication. For example,
"You may receive up to [5] SMS messages per week related to your accounts”
Example: "Message frequency may vary. You may receive up to 2 SMS messages per week regarding your appointment or account status."
4. Potential Fees for SMS Messaging:
Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.
5. Opt-In Method:
You may opt in to receive SMS messages from Firelands Wealth Management LLC in the following ways:
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By submitting an online form
6. Opt-Out Method:
You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.
7. Help:
If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at https://www.firelandswealth.com/
Additional Options:
If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.
8. Standard Messaging Disclosures:
Message and data rates may apply.
You can opt out at any time by texting "STOP."
For assistance, text "HELP" or visit our Privacy Policy and SMS Terms and Conditions pages.
Message frequency may vary.
Data Security
We maintain reasonable administrative, technical, and physical safeguards designed to protect the personal information entrusted to us.
Contact Us
If you have questions regarding this Privacy Policy or our SMS communications, please contact us:
Firelands Wealth Management LLC
352 Main Street
Huron, Ohio 44839
Phone: (419) 616-0092