Broker Check

SMS (Texting) Terms and Conditions

Last Updated: May 5, 2026 

1.   Brand Name

Milestone Financial Group

2.   Program Description

Receive text messages for appointment reminders and client support from Milestone Financial Group.

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 Milestone Financial Group at 712-623-5726, or contact us at dan@milestonefinancialgroup.com.

8.   Privacy

View Milestone Financial Group’s privacy policy at www.milestonefinancialgroup.com/privacy.