Information Adviser Collects.
In connection with providing clients with investment products, financial advice, or other services, Stewardship Advisory Group, LLC (the “Adviser”) obtains non-public personal information about clients including:

• Information Adviser receives from Client on applications, forms and documents;
• Information about Client transactions with Adviser or others; and,
• Information from third-parties.

Information Adviser Discloses.
Adviser will not disclose information regarding Client or Client’s account with Adviser except under the following circumstances:

• To Client’s Advisory Representative, his or her manager and necessary staff of the Adviser;
• To establish or maintain an account with an unaffiliated third party, a clearing broker providing services to Client, and/or the broker/dealer firm with which the Advisory Representative is separately registered;
• To third party agencies assisting in the implementation of Client’s Plan, upon Client approval;
• To government entities or other third parties in response to subpoenas or other legal process as required by law.

Adviser’s Security Policy.
Only those individuals who need it to perform their jobs are authorized to have access to confidential client information. Adviser maintains physical, electronic, and procedural security measures that comply with applicable state and federal regulations to safeguard confidential Client information.

Closed or Inactive Accounts.
If Client decides to close account(s) or become an inactive customer, Adviser will adhere to the privacy policies and practices as described in this notice.

Changes to this Privacy Policy.
If Adviser makes any substantial changes in the way confidential information is used or disseminated, Adviser will notify the Client.

If Client has any questions concerning this privacy policy, please write to us at 17011 SR 50, Suite 203, Clermont, FL 34761.

By opting into SMS from a web form or other medium, you are agreeing to receive SMS messages from Stewardship Advisory Group. This includes SMS messages for appointment scheduling, appointment reminders, post-visit instructions, and educational offers. SMS opt-in and phone numbers collected for SMS consent will not be shared with any third party and affiliate company. Message frequency varies. Message and data rates may apply. See Privacy Policy. Message HELP for help. Reply STOP to any message to opt out.

SMS for Consent Communication
We will not share your phone number with anyone for marketing purposes.

Types of SMS Communications
If you agree to receive text messages from us, you may get messages about educational offers, requested materials, upcoming appointments, and or account updates. Standard messaging rates may apply.

Message Frequency
You will likely receive about 2 text messages per week.

Potential Fees for SMS Messaging
Your phone carrier may charge you for each message sent or received. These charges can vary depending on your carrier and whether the message is sent within the country or internationally.

How to Opt-In
You can agree to receive SMS messages from us during a call made through our website stewardshipadvisory.com During the call, you’ll be asked: “Do you agree to receive texts from Stewardship Advisory Group? Message frequency may vary. Message and data rates may apply. Text HELP for help, text STOP to opt-out. See our privacy policy at here.” Your consent will not be shared with third parties for marketing. We will not send you any texts without your permission.

How to Opt-Out
You can stop receiving texts from us by replying STOP to any SMS message. Once you opt-out, you won’t get any more messages. If you want to start receiving texts again, reply START.

Help:
If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at https://stewardshipadvisory.com
To opt out, text STOP. For assistance, text HELP or visit stewardshipadvisory.com. Message & data rates may apply.

Message frequency may change.
Message and data rates may apply.
To stop texts, reply STOP.
For help, reply HELP or visit our website at https://stewardshipadvisory.com.
See our privacy policy and our Terms of Service here.