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SMS Program Information

Effective Date: 10/21/2026

Program Overview

JKB FINANCIAL INC offers an SMS messaging program to keep our customers informed and connected. By opting in, you may receive text messages related to our services.

Types of Messages

Non-Marketing Messages

These include appointment reminders, account status updates, and essential communications regarding your strategic financial planning sessions. These messages are service-related and help us keep you informed about important updates.

Promotional Messages

With your separate consent, you may also receive promotional messages including updates on strategic wealth workshops, fiscal education programs, and new financial planning tools via text message. Promotional messages are optional and require separate opt-in consent.

Message Frequency

Message frequency varies based on your interactions with JKB FINANCIAL INC. You may receive up to 4 messages per month. Message and data rates may apply depending on your mobile carrier and plan.

How to Opt In

You can opt in to receive text messages by completing the sign-up form on our website and checking the appropriate consent checkboxes. Each message category (non-marketing and promotional) has its own separate checkbox, giving you full control over which types of messages you receive.

How to Opt Out

You can opt out of receiving text messages at any time by:

After opting out, you will receive a final confirmation message and will no longer receive text messages from us unless you opt in again.

Help

For assistance with our SMS program, you can:

Privacy

We respect your privacy. Your phone number and opt-in consent information will not be shared with third parties for their marketing purposes. For complete details, please review our Privacy Policy.

Supported Carriers

Our SMS program is supported by all major US mobile carriers. However, JKB FINANCIAL INC is not responsible for delayed or undelivered messages due to carrier issues.