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Terms and Conditions

Maximizing Social Security

 

1. Types of texts that you can expect:

  • Thank you for coming to our class (workshop) texts

  • Class (workshop) reminders

  • Appt reminder texts

  • Birthday texts

  • Missed appt texts

  • Missed classes (workshop) texts

 

2. You can cancel the SMS service at any time. Just text "STOP" to the short code. After you send the SMS message "STOP" to us, we will send you an SMS 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.

3. If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at samantha@smithgillisfinancial.com

4. Carriers are not liable for delayed or undelivered messages

5. As always, message and data rates may apply for any messages sent to you from us and to us from you. You will receive 2-10 texts monthly dependent on services. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.

6. If you have any questions regarding privacy, please read our privacy policy.

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Carefully Cultivating Your Financial Future

LOCATIONS

Meriden, CT

300 Research Parkway Ste 101, Meriden, CT 06450

Ridgefield, CT

90 Grove St. Suite 205, Ridgefield, CT 06877

Please note that Smith Gillis Financial and their representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Please note that Smith Gillis Financial and their representatives can provide information, but not give tax or Social Security advice. Consumers should seek guidance from their tax advisor or the Social Security Administration regarding their particular situation.

Smith Gillis Financial and their representatives may be able to identify potential retirement income gaps and may introduce insurance products such as a fixed annuity as a potential solution.

Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

* Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

** Additional information can be found at www.medicare.gov.

© 2026 Smith Gillis Financial. All rights reserved.  |  Privacy Policy  |  Terms and Conditions

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