Terms and Conditions

Terms and Conditions
Last Updated: February 5, 2026

These Terms and Conditions (“Terms”) govern your access to and use of services provided by David Lessing (“we,” “us,” or “our”), including our website, financial consultation services, and our SMS and email communication programs.

By using our website, submitting your information, or opting in to receive communications, you agree to these Terms and our Privacy Policy.


1. Services Description

David Lessing provides financial and retirement planning consultation services, including information related to annuities, income planning, and related financial products.

Users may request information, schedule appointments, or opt in to receive communications regarding these services.


2. SMS & Email Program Description

If you opt in, we may send SMS and/or email communications that may include:

  • Appointment confirmations

  • Appointment reminders

  • Follow-ups

  • Service notifications

  • Requested information

  • Occasional service-related updates

Message frequency may vary based on your interactions with us.


3. Consent to Communications

By providing your phone number and explicitly opting in, you consent to receive automated and non-automated SMS text messages and emails from David Lessing.

Consent:

  • Is voluntary

  • Is not a condition of purchase

  • Can be withdrawn at any time

You certify that you are the authorized user of the phone number provided.


4. Opt-Out Instructions

You may opt out of SMS communications at any time by replying:

STOP – to unsubscribe

After sending STOP, you will receive one confirmation message and will no longer receive further SMS messages unless you opt in again.


5. Help & Support

For assistance, reply:

HELP

Or contact us directly at:
Email: [email protected]
Phone: (513) 907-1529


6. Message Frequency & Charges

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

Contact your wireless provider for details about fees.


7. Carrier Disclaimer

Mobile carriers are not responsible for delayed or undelivered messages.


8. Privacy

Your information is handled according to our Privacy Policy.
We do not sell or share mobile numbers or SMS consent data for marketing purposes.


9. Acceptable Use

You agree not to:

  • Misuse our services

  • Submit false information

  • Attempt unauthorized access to systems

  • Use our website or communications for unlawful purposes


10. Limitation of Liability

David Lessing is not liable for:

  • Delays or failures in message delivery

  • Technical interruptions

  • Third-party service outages

  • Any indirect or consequential damages related to use of our services

All services are provided “as is” without guarantees.


11. Changes to Terms

We may update these Terms at any time. Updated versions will be posted with a revised date. Continued use of our services constitutes acceptance of the revised Terms.


12. Contact Information

David Lessing
8665 Alexander Ct
Phone: (513) 907-1529
Email: [email protected]