SMS Disclosure

Retirement Planning Associates, Inc. is an independent firm affiliated with Cetera Wealth Services, LLC. Cetera Wealth Services, LLC does not administer or control SMS communications sent by Retirement Planning Associates, Inc.

How We Use SMS

We may send text messages for:

Appointment confirmations and reminders
Service and account notifications
Client support communications

Message Frequency & Charges

Message frequency may vary. Message and data rates may apply.

Opt-Out & Help

You can opt out at any time by replying STOP to any message. You can get help by replying HELP.

Consent

By providing your mobile number, you consent to receive SMS/text messages from Retirement Planning Associates, Inc. Consent is not a condition of receiving services.

Cetera Disclosures

Certain regulatory disclosures are provided by Cetera Wealth Services, LLC and are available here: https://cetera.com/txtmsg

Links

Visit https://rpa2000.com/privacy-policy for privacy policy and https://rpa2000.com/sms-disclosure for Terms of Service.

Phone

Office: (888) 987-8702
Fax: (888) 507-1238

Email

connect@rpa2000.com

California Office

2945 Townsgate Road, Suite 200
Westlake Village, CA 91362

Utah Office

1548 W. Preserve Ct.
Bluffdale, UT 84065

Check the background of your financial professional on FINRA's BrokerCheck. John Nielsen's CRD #1279737

The content is developed from sources believed to be providing accurate information. A diversified portfolio does not assure a profit or protect against loss in a declining market. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

Privacy Policy | Terms of Use | SMS Disclosure

Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License 0636162. Registered phone number (888) 987-8702

This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Wealth Services, LLC site at cetera.com

Business Continuity | Important Disclosures and Form CRS

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.