Terms of Service
Premier Tax Planning Team
Our financial advisor program offers appointment reminder and confirmation texts to help our clients stay organized and on top of their financial planning goals.
You can cancel the SMS service at any time. Simply text "STOP" to the shortcode. 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.
If you experience issues with the messaging program, reply with the keyword HELP for more assistance, or reach out directly to carole@pwpteam.com.
Carriers are not liable for delayed or undelivered messages.
As always, message and data rates may apply for messages sent to you from us and to us from you. You will receive appointment reminder and confirmation texts. For questions about your text plan or data plan, contact your wireless provider.
For privacy-related inquiries, please refer to our privacy policy: Carole Enisman.
Privacy Policy
Privacy Policy for Premier Tax Planning
Effective Date: July 4, 2025
At Premier Tax Planning, we value your privacy. This policy outlines how we collect, use, and protect your information.
1. Information Collection
We collect data you provide directly, such as your name, phone number, and email address via forms or scheduling tools.
2. Information Usage
Your data is used for appointment reminders, coaching services, and occasional promotional messages.
3. SMS Consent
- No mobile information will be shared with third parties/affiliates for marketing or promotional purposes.
- Text messaging originator opt-in data and consent will not be shared with third parties except aggregators and service providers who deliver text messages.
4. Security
We implement industry-standard security protocols to protect your data.
5. Cookies
Our website may use cookies for analytics and service improvements.
6. Data Sharing
We do not sell, share, or disclose your information to third parties, except for service providers supporting our SMS system and operations.
7. Opt-Out
You can reply STOP to unsubscribe from messages at any time.
Contact
If you have questions, contact us at: carole@pwpteam.com
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a SEC Registered Investment Advisor. Cambridge and Premier Wealth Planning are not affiliated.
Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.
© 2026 Carole Enisman. All rights reserved.
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