To avoid sending sensitive data via unsecured email, we provide a link to a secure folder for our clients to send us information. We understand how important it is to have trust in the company you hire to manage your private financial information. The privacy of our clients is our top priority, and any data we can access will be secured using a server with 256-bit Advanced Encryption Standard (AES). All passwords we use are strong and unique, and we utilize two-step verification wherever possible.