We Take Your PII Security Seriously!

Dear Clients:

Protecting your PII is very important to us. Personally identifiable information (PII) is any data that could potentially identify a specific individual.

Here is a brief summary of the steps we take to protect sensitive PII:

  1. We keep our office doors locked at all times to prevent unauthorized people from entering undetected and stealing equipment or information.
  2. We keep the very minimum required paper documents behind secondary locked doors and tertiary locked files. All other documents are shredded.
  3. Employees are screened, background checked and finger printed.
  4. We keep complex passwords with upper and lower case letters and symbols and numbers and change them at least four times per year.
  5. We do not use texting for business purposes.
  6. We encrypt emails with sensitive PII.
  7. We keep our mail receptacle behind locked doors.
  8. We protect computers with software firewalls, antivirus and anti-spyware software and regular operating system updates.
  9. We encrypt portable devices such as flash drives, cell phones,  laptops and tablets with NIST and AES approved encryption algorithms.
  10. We set all computer s to lock out after 15 minutes.
  11. We do not use peer to peer file sharing.
  12. We do not use public computers to access sensitive PII.
  13. We do not use public wireless networks to access sensitive PII.
  14. We use SSl or TLS encryption for data transmissions.
  15. We physically destroy old computers, printers and fax machines and drill the hard drives and create beautiful Christmas ornaments with them!
  16. Our processes are audited annual by LPL.

Thank you for taking time to read this.

Have A Question?

We are always happy to talk with anyone who believes they need our help. If you have questions about investing, financial planning, college funding, retirement or any other of a number of matters for which a financial professional can help, please contact us!

Address: 720 Summit Boulevard, Unit 101 B, Frisco, CO 80443
PO BOX 4776 Frisco, CO 80443

Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Western Wealth Management LLC, a registered investment advisor. Affinity Wealth Management Group and Western Wealth Management LLC are separate entities from LPL Financial.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.