Last Updated: 03/02/2026
By accessing the website and services provided by Sun State Partners, you agree to be bound by these Terms of Service and all applicable laws and regulations. If you do not agree with any of these terms, you are prohibited from using this site.
By opting into our SMS service, you agree to the following:
Purpose: You will receive informational updates, appointment reminders, and retirement planning resources.
Frequency: Message frequency varies based on user interaction and requested services.
Cost: Message and data rates may apply from your mobile carrier.
Opt-Out: You can cancel the SMS service at any time. Just text "STOP" to our number. After you send "STOP," we will send you a confirmation message to confirm that you have been unsubscribed.
Support: For help, text "HELP" to our number or contact us at [email protected]
The information provided by Sun State Partners via text, email, or website is for educational and informational purposes only. It does not constitute legal, tax, or investment advice. Retirement planning involves risk; we recommend consulting with a certified financial professional or tax advisor before making any major financial decisions.
Sun State Partners and its affiliates shall not be held liable for any direct or indirect damages arising from the use of our messaging services or website information. We do not guarantee the accuracy of third-party financial data.
These terms are governed by the laws of the State of Florida without regard to its conflict of law provisions.