Today’s technology makes our lives pretty convenient: just a few clicks to watch your favorite TV show, order takeout, shop, or catch up with friends on social media. But for all the convenience, there are challenges, too. It’s becoming increasingly common to hear about data breaches, online scams, and other negative experiences resulting from our widespread use of digital accounts and services. As financial professionals, it’s part of our job to help safeguard your financial future, and that includes any data you provide to us or that we pass back and forth. So, we wanted to inform you about the steps we’re taking, along with our Broker-Dealer firm, to keep your personal information secure.
Let’s connect if you have any questions about cyber security or other ways you might want to take to protect your finances. As always, we’re here to help you and your family however we can.