About SFA Partners

SMS Terms of Use

Task Management

Daily Planner

Never miss a deadline or appointment. Organize your day with ease. Prioritize, schedule, and check off tasks to stay focused and productive.

Smart Reminders & Notifications
Simple & Intuitive Design
Flexible for Any Workflow

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Scheduling

Monthly Overview

Recurring Events & Reminders

Set it once and forget it. Automate repeating tasks and events to simplify long-term planning.

Goal Tracking & Milestones

Break down your monthly goals into manageable steps and celebrate progress as you go.

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Plan Better, Live Smarter

Take control of your schedule with powerful daily and monthly planning tools—designed to fit your life, not complicate it.

Boost Productivity

All-in-One Organization

Forward-thinking IT company through innovation.

At Scaffold, we are more than just a technology solutions provider – we are architects of innovation, builders of digital experiences, and partners in your journey towards success.

Our Journey

We are committed to providing the best service possible.

Innovation

Growth

Development

"Scaffold completely changed the way we develop our websites."

John Jackson

CEO, Jaxxon Agency

Meet the Team: Driving Innovation with Passion and Expertise.

Strong Collaboration & Communication
Deep Technical Expertise
Agile & Solution-Oriented Mindset

Learn more about us

SFA Partners provides shared services to a family of companies focused exclusively on empowering independent financial advisors. SFA Partners includes The Strategic Financial Alliance (SFA), member FINRA/SIPC, a broker-dealer and registered investment adviser (RIA); Strategic Blueprint, a registered investment adviser (RIA); and SFA Insurance Services.

SMS Terms of Service

When you consent to receive text messages from SFA Partners and/or applicable registered entities of SFA or Strategic Blueprint, you agree to receive marketing and other business-related SMS communications intended for financial advisors in their professional capacity. Messages may include information about affiliation opportunities, advisor services and resources, educational content, event invitations, and appointments to discuss our offerings.

Message and Data Rates

Message frequency varies. Message and data rates may apply. Charges are determined by your wireless carrier and your mobile service plan.

Message delivery is subject to effective transmission by your wireless carrier. Wireless carriers are not liable for delayed or undelivered messages.

Opt-Out/Help Instructions

You may opt out of text messages at any time by replying STOP. For assistance, reply HELP or contact the SFA Partners, SFA, or Strategic Blueprint representative who invited you to participate in the SMS program.

After opting out, you may receive a final message confirming your unsubscribe request.

Your consent to receive text messages is not a condition of purchasing any product or service.

Important Communications Disclosure

Text messages are not secure and should not be used to transmit sensitive personal, financial, or account information. Please do not send Social Security numbers, account numbers, passwords, or other confidential information via text message.

This SMS program is intended for financial advisor marketing and business-development communications, not retail client account servicing. Do not submit trading instructions, investment orders, account transactions, or other time-sensitive requests via text message. Neither SFA Partners nor SFA and/or Strategic Blueprint can guarantee timely receipt, review, or response to text messages.

Privacy and Additional Disclosures

Your privacy is important to us. Information collected through our SMS program is subject to our Privacy Policy.

Please review our Privacy Policy and other applicable firm disclosures here:

https://thesfa.net/disclosures/

https://www.strategicblueprint.net/disclosures/

We do not sell or share SMS data or personal information with third parties for marketing purposes.

Changes to Terms

SFA Partners reserves the right to modify these SMS Terms & Conditions at any time. Updated terms will be posted on the firm’s website and become effective upon posting.