Wheat Financial LLC offers an SMS messaging program to keep you informed about our services. Below you will find complete details about how our program works.
Wheat Financial LLC sends non-promotional SMS messages regarding consultation follow-ups, service updates, appointment reminders, and financial plan reviews. We also offer optional promotional messages about financial planning updates, investment strategy insights, retirement preparation tips, and market updates for users who separately consent.
You can opt in to receive SMS messages from Wheat Financial LLC by visiting our contact page and completing the following steps:
Both consent checkboxes are unchecked by default and require your active selection. Providing your phone number and checking a consent checkbox is entirely optional and is not required to use our services.
The following are examples of the types of SMS messages you may receive from Wheat Financial LLC:
Sample 1 (Promotional — Marketing):
"Hi Max, this is Wheat Financial LLC. Thank you for your interest in Financial Planning. A team member will contact you within 24 hours to discuss your needs. Reply STOP to opt out or HELP for assistance. Msg & data rates may apply."
Sample 2 (Transactional — Non-Marketing):
"Wheat Financial LLC: Hi Sarah, your consultation has been confirmed. We look forward to helping you. Questions? Call +1 (940) 206-9231. Reply STOP to opt out. Msg & data rates may apply."
Sample 3 (Follow-Up — Non-Marketing):
"Hi James, thank you for choosing Wheat Financial LLC. We wanted to follow up on your recent inquiry. If you have any questions, please reply here or call +1 (940) 206-9231. Reply STOP to opt out. Msg & data rates may apply."
📋 Registration Type: Local (10DLC)
After opting in, you will receive a confirmation SMS message from Wheat Financial LLC confirming your subscription. The confirmation message includes our brand name, customer care contact information, opt-out instructions, message frequency, and a notice that message and data rates may apply.
You may opt out at any time by replying STOP to any message we send. You may also contact us directly at help@wheat-financial-llc-1.trueprogroup.com or +1 (940) 206-9231 to manage your preferences.
For additional details, please review our Privacy Policy and Terms of Service.
Wheat Financial LLC
3605 Interlaken dr, Plano, TX, 75075
help@wheat-financial-llc-1.trueprogroup.com · +1 (940) 206-9231