Hofman Wealth Management respects your privacy. This page explains how we collect, use, and share personal information, including information related to text messaging.
Information We Collect
We collect personal information you provide when you become a client, contact us, or use our website. This may include your name, contact information (such as your email address and phone number), and information needed to provide financial planning and investment management services. If you agree to receive text messages, we also collect your mobile phone number, your consent to receive texts, and the content of messages exchanged with our team.
How We Use Information
We use personal information to provide and manage our advisory services, communicate with you about meetings, client service, and your planning and account matters, and meet our legal and regulatory obligations, including recordkeeping requirements.
How We Share Information
We share personal information with service providers that help us operate our business and serve clients, and as required by law. For full details on how we collect, share, and protect client information, see our Privacy Notice (PDF).
Text Messaging (SMS) Privacy
Hofman Wealth Management may send text messages to clients who have provided their phone number and agreed to receive texts. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent will not be shared with any third parties, excluding the service providers that deliver and archive our text messages. Text messages are retained to meet regulatory recordkeeping requirements. Message frequency varies. Message and data rates may apply. Reply STOP to any message to stop receiving texts, or HELP for help. See our SMS Terms & Conditions.
Contact Us
Hofman Wealth Management, Chesterfield, Missouri.
Phone: (636) 681-7566
Email: info@hofmanwealth.com
