Privacy Policy

Here is our Privacy Policy required by the Gramm-Leach-Bliley Act of 1999.

We collect nonpublic personal information about you from the following sources:

Information we receive from you on applications, tax organizers, worksheets and other documents;
Information about your transactions with us, our affiliates, or others;
Information we receive from a consumer-reporting agency.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

Online information is stored on secure servers located in CPA Website Solutions SOC 1 certified datacenters.

SMS Communications and Text Messaging Consent

By providing your mobile phone number through this website, scheduling platform, client portal, or other GenWealth 360 communication channel, you expressly consent to receive SMS (text message) communications from GenWealth 360 at the number provided.

These messages may be sent using an automated system and may include service-related communications and, where permitted by law, informational or promotional content.

Purpose of SMS Communications

GenWealth 360 uses SMS messaging for the following purposes:

Appointment confirmations, reminders, and scheduling updates
Administrative notices and service-related alerts
Requests for information or documentation related to your engagement
Educational content, firm updates, and announcements
Promotional or marketing communications, where permitted by law

Message Frequency

Message frequency varies based on your interaction with GenWealth 360 and the nature of the services requested.

Message and Data Rates

Message and data rates may apply. Any applicable fees are determined by your mobile carrier and your mobile service plan.

Opt-Out and Unsubscribe

You may opt out of receiving SMS messages at any time by replying STOP to any text message you receive from us. After opting out, you will no longer receive SMS communications from GenWealth 360 unless you provide renewed consent.

Help and Support

For assistance, reply HELP to any message or contact us directly at:

Email: admin@genwealth360.com
Phone: (877) 436-9360

Mobile Number Privacy

GenWealth 360 respects your privacy. Mobile phone numbers and SMS consent information will not be sold, rented, or shared with third parties for their marketing or promotional purposes. Mobile numbers are used solely to deliver communications consistent with this consent and our Privacy Policy, or as required by law.

Consent Not Required for Purchase

Your consent to receive SMS messages is not a condition of purchasing any goods or services from GenWealth 360.

Carrier Disclaimer

Wireless carriers are not liable for delayed or undelivered messages.