SMS Terms & Conditions

Legacy Group Wealth Management SMS Terms & Conditions

  1. Brand Name Legacy Group Wealth Management
  2. Program Description: If you have consented to receive text messages from Legacy Group Wealth Management, you may receive messages related to:
    • Inviting you to educational events or client appreciation events
    • Reminders about events you signed up for
    • Reminders about appointments you signed up for
  3. Example Messages:

Below are sample messages:

“Hello Austin,

This is Joe with Legacy Group Wealth Management. As a valued client you are invited to attend our upcoming Understanding Retirement Strategies seminar and dinner at Ruth’s Chris Marina Del Rey at 6:00pm, January 23rd. Please RSVP at your earliest convenience. Reply STOP to opt-out. Text HELP for assistance.”

”Hello Hank,

This is Joe with Legacy Group Wealth Management. Thank you for registering for our Understanding Retirement Strategies seminar and dinner at Ruth’s Chris Marina Del Rey at 6:00pm, January 23rd. We are reaching out to confirm your reservation to secure your spot. If you will be attending, please simply let me know via text or call. We hope to see you there. Reply STOP to opt-out. Text HELP for assistance.”

“Hello Jane,

This is Joe with Legacy Group Wealth Management. I’m reaching out to confirm your appointment with Pamala Henderson, tomorrow, Friday, 1/3/25, at 12:00pm, at our office. We look forward to seeing you there! Reply STOP to opt-out of SMS messaging. Text HELP for assistance.”

  1. Frequency: Message frequency will vary.
  2. Cost: As always, message and data rates may apply for any messages exchanged with this number. If you have any questions about your text or data plan, contact your phone provider.
  3. Interruption: Carriers are not liable for delayed or undelivered messages.
  4. Opt-out: You can cancel SMS service at any time. Just reply STOP. Once you reply STOP to us, we will send a message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again.
  5. Help: If you are experiencing issues with the messaging program you can reply with the word HELP for more assistance, or you can get help directly at info@legacygroupwealth.com.
  6. Privacy: If you have any questions regarding privacy, please read our privacy policy here. https://legacygroupwealth.com/privacy-policy/
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Get To Know Us

Holland, OH Office

1590 Albon Road, Suite 40
Holland, OH 43528

Archbold, OH Office

103 B Degroff Ave.
Archbold, OH 43502

Fremont, OH Office

410 S. Front Street
Fremont, OH 43420

Findlay, OH Office

15271 US 224 East
Findlay, OH 45840

Adrian, MI Office

325 E. Maumee St.
Adrian, MI 49221

Lima, OH Office

315 N. Elizabeth Street
Lima, OH 45801

*Backed by the claims paying ability of the carrier.   **Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.

Kim Allen and Scott Allen, Investment Advisory Representatives (IAR), offer advisory services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Senior Planning Estate Services, LLC DBA Legacy Group Planning and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by Senior Planning Estate Services, LLC DBA Legacy Group Planning OH Insurance License #40902, Kim Allen OH Insurance License # 758135, and Scott Allen OH Insurance License #767132.

Investment advisory services are offered through Gibbs Wealth Management, LLC (DBA Legacy Group Wealth Management), a SEC Registered Investment Advisor. Insurance products and services are offered through Legacy Group Planning. Gibbs Wealth Management, LLC (DBA Legacy Group Wealth Management) and Legacy Group Planning are unaffiliated companies. By using this website, you accept our Terms of Use and Privacy Policy. GWM’s investment advisory services are available only to residents of the United States in jurisdictions where GWM is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of GWM’s investment advisory services. Before investing, consider your investment objectives and Gibbs’ fees. Gibbs is not a bank or depository institution licensed in any jurisdiction. GWM and GFG are affiliated companies. Products offered by Gibbs are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

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