SMS (Texting) Terms & Conditions

Last Updated: November 20, 2025

 1.   Brand Name

Preferred Planning Concepts, LLC

2.   Program Description

Receive text messages for appointment reminders and client support from Preferred Planning Concepts, LLC.

3.   Frequency

Message frequency will vary.

4.   Cost

Message and data rates may apply for any messages exchanged with this number. Contact your phone provider with questions about your text or data plan.

5.   Interruption

Carriers are not liable for delayed or undelivered messages.

6.   Opt-Out

You can cancel SMS service at any time by replying STOP. After replying STOP, you will receive a confirmation message and no further SMS messages. To rejoin, text START to the phone number.

7.   Help

For assistance, reply HELP, call Preferred Planning Concepts, LLC at 847-375-0505, or contact us at PPC@ppcplanning.com.

8.   Privacy

View Preferred Planning Concepts, LLC’s privacy policy at www.ppcplanning.com/privacy.