Terms Of Service

Nestegg Wealth Advisors

Effective Date: 02/19/2026 Last Updated: 02/19/2026

Website: www.nesteggadvice.com

Email: abby@nesteggadvice.com

Phone: 972-412-6064

Mailing Address: 5706 Rowlett Rd Ste 200 Rowlett, Tx 75089

1. Acceptance of Terms

By accessing or using the website of Nestegg Wealth Advisors (“Company,” “we,” “us,” or “our”), or by opting into our SMS messaging program, you agree to be bound by these Terms of Service (“Terms”). If you do not agree, you may not use our services.

2. Description of Services

Nestegg Wealth Advisors is a Texas-based financial advisory firm providing financial planning, investment advisory, retirement planning, and related wealth management services.

Nothing on this website or in SMS communications constitutes a guarantee of future investment performance.

3. SMS Messaging Program (A2P 10DLC Compliance)

By providing your mobile phone number you consent to receive recurring SMS or MMS messages from Nestegg Wealth Advisors through an automated messaging system.

Message Types

Messages may include, but are not limited to:

Transactional Messages

• Appointment confirmations and reminders

• Account-related notifications

• Document requests

• Client service updates

• Event registration confirmations

Promotional Messages

• Educational content

• Webinar or seminar invitations

• Financial planning tips

• Service announcements

• Marketing communications about our advisory services

Message Frequency

Message frequency varies based on client relationship and interaction but typically does not exceed [insert expected frequency, e.g., 4 messages per month].

Message & Data Rates

Message and data rates may apply depending on your mobile carrier plan.

Carriers

Supported carriers are not liable for delayed or undelivered messages.

4. Consent to Receive Messages

You consent to receive SMS communications after providing your mobile number, which may be collected through:

• Website form submission with an unchecked consent checkbox

• Event registration form

• Paper intake form

• Text-to-join keyword

• Other compliant opt-in methods

Consent to receive text messages is not a condition of purchasing advisory services.

By opting in, you confirm:

• You are the authorized user of the mobile number provided.

• You are at least 18 years of age.

5. Opt-Out and Help Instructions

You may opt out at any time by replying:

• STOP to cancel

• HELP for assistance

After sending STOP, you will receive a final confirmation message. You will not receive further SMS messages unless you opt in again.

You may also contact us at:

📧 abby@nesteggadvice.com

📞 972-412-6064

6. No Investment Advice via SMS

SMS communications are for informational and administrative purposes only. Text messages do not constitute personalized investment advice, recommendations, or an offer to buy or sell securities.

For investment decisions, please contact your advisor directly.

7. Privacy & Data Use

Your privacy is important to us. Please review our Privacy Policy at:

www.nesteggadvice.com

We do not sell, rent, or share mobile phone numbers with third parties for their marketing purposes.

Mobile information will not be shared with third parties/affiliates for marketing or promotional purposes. All opt-in data and consent records are maintained in accordance with applicable telecommunications and financial regulatory requirements.

8. Financial Industry Compliance

Nestegg Wealth Advisors operates in accordance with applicable federal and Texas securities regulations. Advisory services are provided only after entering into a formal written agreement.

Nothing in our SMS communications or website constitutes an offer or solicitation in any jurisdiction where we are not properly registered.

9. Website Use

You agree not to:

• Use the website for unlawful purposes

• Attempt unauthorized access to systems

• Misrepresent your identity

• Interfere with site functionality

10. Limitation of Liability

To the fullest extent permitted under Texas law, Nestegg Wealth Advisors shall not be liable for indirect, incidental, consequential, or special damages arising from:

• SMS message delays or delivery failures

• Reliance on informational content

• Website interruptions

11. Indemnification

You agree to indemnify and hold harmless Nestegg Wealth Advisors from claims arising from your misuse of our website or violation of these Terms.

12. Modifications

We may update these Terms at any time. Updated versions will be posted with a revised Effective Date.

13. Governing Law

These Terms are governed by the laws of the State of Texas, without regard to conflict of law principles.

14. Contact Information