Advocate Planning Principles Inc Terms of Service

Effective Date: 10/12/2025 • Last Updated: 10/27/2026

SMS Messaging Terms & Compliance

1. Program Description: This messaging program sends appointment confirmation and reminder messages to customers who have booked an appointment with Advocate Planning Principles Inc through our website, or via our scheduling forms, and have explicitly opted in to receive SMS notifications. Opt-in is collected via web forms with a dedicated checkbox for SMS consent. Messages include scheduling confirmations, appointment reminders, rescheduling updates, and customer support communications.

2. Cancellation Instructions: You can cancel the SMS service at any time. Simply text “STOP” to the same number that sent you messages. Upon sending “STOP,” we will confirm your unsubscribe status via SMS. Following this confirmation, you will no longer receive SMS messages from us. To rejoin, sign up as you did initially, and we will resume sending SMS messages to you.

3. Support Information: If you experience issues with the messaging program, reply with the keyword “HELP” for more assistance, or reach out directly to carin@advocateplanning.com or call +1 (319) 202-8345 during business hours.

4. Carrier Liability: Carriers are not liable for delayed or undelivered messages.

5. Message & Data Rates: Message and data rates may apply for messages sent to you from us and to us from you. Message frequency varies based on your service usage and appointment schedule. For questions about your text plan or data plan, contact your wireless provider.

6. Supported Carriers: Our SMS program works with all major U.S. wireless carriers, including AT&T, T-Mobile, Verizon, Sprint, and most regional carriers.

7. Age Restriction: You must be 18 years or older to participate in our SMS program.

8. Privacy Policy: For privacy-related inquiries, please refer to our Privacy Policy.

We comply with all applicable laws and regulations, including the Telephone Consumer Protection Act (TCPA) and CTIA guidelines, regarding the use of SMS communications.

General Terms

This website (the “Site”) is owned and operated by Advocate Planning Principles Inc (“COMPANY,” “we” or “us”). By using the Site, you agree to be bound by these Terms of Service and to use the Site in accordance with these Terms of Service, our Privacy Policy, and any additional terms and conditions that may apply to specific sections of the Site or to products and services available through the Site.

Intellectual Property Rights

This Site and all materials available on the Site are the property of Advocate Planning Principles Inc and/or our affiliates or licensors and are protected by copyright, trademark, and other intellectual property laws. The Site is provided solely for your personal non-commercial use.

Disclaimers

The information, products, and services offered on or through the Site are provided “as is” and without warranties of any kind, either express or implied.

Indemnification

You agree at all times to indemnify and hold harmless Advocate Planning Principles Inc, its affiliates, and their respective officers, directors, agents, and employees from any claims, causes of action, damages, liabilities, costs, and expenses arising out of or related to your breach of any obligation under these Terms of Service.

Governing Law

These Terms of Service shall be governed by and construed in accordance with the laws of the State of Arizona. Any dispute arising under these Terms shall be resolved exclusively through binding arbitration in that jurisdiction.

Contact Us

Advocate Planning Principles Inc

Phoenix, AZ 85050, United States

Phone: +1 (319) 202-8345

Email: carin@advocateplanning.com

SMS Program•Privacy Policy