Terms of Service

Terms & Conditions

Welcome to Echo Wealth Planning (“Echo Wealth Planning,” “we,” “our,” or “us”). Echo Wealth Planning is a financial planning firm associated with Northwestern Mutual, providing clients with personalized financial strategies and wealth management services.

By visiting this website, submitting your contact information, or opting into communications from Echo Wealth Planning, you agree to the following Terms and Conditions.

Consent to Communications

By providing your contact information (including your phone number and/or email address), you expressly consent to receive communications from Echo Wealth Planning and its authorized representatives. These communications may include:

Phone calls (manual or automated)
Text messages (SMS/MMS)
Emails regarding appointments, account updates, or general information

Opt-In and Opt-Out Policy

We respect your privacy and communication preferences.

Opt-In: By submitting a form on this website or providing your contact information, you are opting in to receive communications from Echo Wealth Planning.
Opt-Out: You may opt out at any time by replying “STOP” to any text message or by contacting us directly using the information below. After opting out, you will no longer receive marketing or appointment-related messages, though we may still contact you regarding active accounts or legally required notices.

Message & Data Rates

Message and data rates may apply depending on your mobile carrier plan. Echo Wealth Planning is not responsible for any charges incurred by your service provider.

Privacy Policy

Your personal information is handled in accordance with our Privacy Policy. We do not sell or share your information with third parties for marketing purposes. Data collected through this site is used solely to provide financial planning services, respond to inquiries, and maintain client relationships.

Accuracy of Information

You agree to provide accurate and complete information when submitting any form or request on this website. Echo Wealth Planning is not responsible for delays or communication issues arising from incomplete or inaccurate contact details.

Disclaimer

Echo Wealth Planning is a separate entity but associated with Northwestern Mutual and its affiliates. Any financial guidance provided is based on individual circumstances and should not be construed as investment advice without a formal advisory agreement.

Limitation of Liability

To the fullest extent permitted by law, Echo Wealth Planning shall not be liable for any direct, indirect, incidental, consequential, or punitive damages resulting from your use of this website or any communications received from us.