DRAFT — publish each protection statement only after it is verified in the Step 3 security launch gate. Remove this line and the noindex tag once approved.
How we protect your information
What this website collects
Only basic contact details and optional readiness answers. It never asks for Social Security, tax ID or bank account numbers, and it does not accept document uploads.
Documents
Please never email or text financial documents. Documents will be collected only through a private client portal that opens after independent security testing. [add launch date]
We will never ask for
Your passwords, full card numbers, or a fee to "secure" financing, by email, text or phone.
Protections planned before we accept documents
These are requirements of our launch plan. Each statement moves to the verified list below only after testing.
- Encrypted connections (HTTPS) for this site and the client portal
- Encrypted storage for client documents
- Multi-factor sign-in for clients and advisors
- Each client sees only their own folder
- Malware scanning on uploaded files
- Payments processed by a third party; we never see or store card numbers
- Independent security testing before launch
Verified protections
[none verified yet — add items as they pass the launch gate]
Report a concern
Use the inquiry form on our home page.