Disclosures & Security/Privacy Policy
Carrie and her team take the security and privacy of client data very seriously. We do not disclose any non-public personal information about clients (current or former) to any person or entity. We maintain electronic, physical and procedural safeguards to guard client data. For more information, please review our Security Policies & Procedures / Privacy Policy link below. In addition, we believe in transparency and as such provide our Form ADV Brochure as well as our Statement of Investment Philosophy & Approach below.
DISCLOSURES & Security/PRIVACY POLICY
STATEMENT OF INVESTMENT PHILOSOPHY & aPPROACH FOR fINANCIAL pLANNING
Secure Portal for Tax Preparation & Financial Planning
Because email is not secure, we won’t use it for anything that includes Social Security numbers or other sensitive information, and we strongly recommend that you don’t either. Instead, Carrie and her team offer a secure portal for working with us on your taxes or financial plan. This portal provides clients with an individual account where sensitive documents can be shared, engagement letters and tax forms can be electronically signed, and your completed tax return or financial plan can be stored and be always available to you.
To request an account, contact our office manager Robyn at 319-358-2854.
To access your account, please visit https://portal.houchinswitt.com/login.