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, including any data you provide to us or that we pass back and forth. Here are the steps we are taking to keep your personal information secure.
How We Minimize Cybersecurity Risk
- In our office, we maintain security best practices, including locking files and shredding any paper containing sensitive information.
- We will only take account instructions verbally, directly speaking with the actual account holder. Should we receive a voicemail message or an email (or other written request), we’ll always call you back to confirm your wishes. We will not proceed with any instructions until we’re able to connect with you personally.
- We’ve enhanced and upgraded our email capabilities with more robust encryption, authentication, and security monitoring.
- We utilize a multi-platform auditing and monitoring tool to help identify any security gaps in our existing systems.
- We have access to an expert team of cybersecurity consultants to help continue advancing and optimizing protective measures.
Let’s connect if you have questions about cybersecurity or other concerns about protecting your finances. We’re here to help you and your family however we can.
Also, see our Cybersecurity Awareness Tips hereto help keep your data safer online.
And, as always, if you have any life changes or updates (i.e., new job, promotion, marriage, new baby, new grandchild, etc.) that may affect your current insurance and investing strategy, please get in touch with us at 215-579-5601.
Stacy Brilliant, Chief Operating Officer
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