Are documents submitted electronically secure? Yes, we utilize an encrypted secure client portal to safeguard your documents.
How to Submit Your Documents?
Submission of documents is via our secure client portal. You can submit and receive your documents with confidence. The encrypted documents are protected with your personal sensitive information. One of our representatives will provide more details when discussing your needs and the expected turnaround time.
When can I expect work completion? Work completion depends on the service requested. Your representative will give you an estimated time of completion after reviewing the work order. Service request received after 1:00 pm (CST) is considered as being received the next business day. Typically most services are completed within 3-5 business days. However, the completion time frame actually depends on time-sensitivity of the work order.
Can I get service faster? Yes. There is an additional fee for expedited services which range from $75 and up, depending on which service is requested.
We always protect your right to privacy. Like all providers of personal financial services, we are required by law to inform clients of our policies regarding the privacy of client information.
Types of Nonpublic Personal Information I Collect
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.
Parties to Whom I Disclose Information
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our business except as required or permitted by law. Permitted disclosures include, for example, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist me in providing services to you. In all such situations, we emphasize the confidential nature of information being shared.
Protecting the Confidentiality and Security of Current and Former Clients’ Information
We retain records pertaining to professional services that we provide in order to better to assist you with your professional needs and, in some cases, also to comply with professional guidelines. In an effort to safeguard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards. Should you have any questions or concerns please feel free to contact us. Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.
Because we value your privacy we have taken the necessary precautions to be in compliance with the United States Data Transparency and Privacy Act. We therefore will not distribute your personal information to outside parties without your consent.