Security & Compliance
Protecting your personal and financial information is a top priority for our company. We are committed to maintaining strong security practices and complying with applicable laws and industry standards to safeguard the data entrusted to us.
Written Information Security Program (WISP)
We maintain a comprehensive Written Information Security Program (WISP) designed to protect personal and sensitive information from unauthorized access, use, disclosure, alteration, or destruction. Our WISP is reviewed and updated as necessary to address changes in technology, business operations, and regulatory requirements.
Data Protection Practices
Our security program includes administrative, technical, and physical safeguards appropriate to the size and nature of our business. These measures are designed to help ensure the confidentiality, integrity, and availability of the information we collect and maintain.
Key components of our data protection practices may include:
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Controlled access to systems and data
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Secure storage of physical and electronic records
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Use of security technologies to protect information systems
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Procedures for identifying and responding to potential security incidents
Compliance with Laws and Regulations
Our security practices are designed to align with applicable federal and state laws, regulatory requirements, and industry best practices related to data privacy and information security. We take reasonable steps to ensure compliance with these obligations and to adapt our policies as requirements evolve.
Third-Party Service Providers
When we use third-party service providers that may have access to sensitive information, we take reasonable steps to ensure they maintain appropriate safeguards to protect that information and handle it responsibly.
Ongoing Review and Improvement
Information security is an ongoing process. We regularly evaluate our policies, procedures, and safeguards to help address emerging risks, new threats, and changes in our operations.
Your Role in Security
While we implement safeguards to protect your information, we also encourage clients to take reasonable steps to protect their own data, such as safeguarding login credentials and promptly notifying us of any suspected unauthorized activity.
Questions or Concerns
If you have questions about our security practices or how your information is protected, please contact us using the information provided on our website.