Communication and Security
Throughout the entire process, we are dedicated to helping you achieve your planning and investing goals by providing personal attention to your specific needs. We communicate through every step of the process and ask a lot of questions! Everything you share with us is confidential.
Security is more important today than ever. We use a secure and encrypted electronic file folder throughout the entire planning process to store all client financial documents. You will receive a log-in ID and passcode so that you can upload your documents directly from home to the server for maximum security. Using this system, your financial data does not travel from your hands to ours to an assistant to a computer and then to a database system.
Our financial planning software is not only highly capable but is also highly secure and encrypted. Your planner, a compliance manager, and you are the only ones that have access to the data. We do not ask for social security numbers, account numbers, or drivers license numbers.
We only store your financial data on a secure and encrypted Egnyte file server, not on our personal laptops.