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Security Statement

Security Statement

How we protect you

We are as serious about securing your information as we are helping you plan for your financial future.

Our highest priority is keeping your financial and personal data safe and secure. In doing so, we incorporate the most established and robust information assurance concepts in the industry today. Our systems use multiple layers of security controls and our people implement systematic processes and procedures for securing and storing data.

Identity and Access Management

Whether you interact with us online, by phone, or in person, steps are taken to verify your identity before gaining access to any account/s. Our processes are designed to minimize access to your data internally based on the principle of “least privilege,” which allows minimal user profile privileges on Progress Wealth Management computers (based on our employees’ job necessities). Any time we make changes to a client account, we send a confirmation via email or through the mail.

Data integrity and availability

We take measures to protect your data from corruption and/or manipulation by performing integrity checks prior to loading or processing. Additionally, we archive secure copies of your data and use procedures to verify that the data is available to be restored if necessary.

Data Loss Prevention

Rest assured, your data is secured during its entire life cycle. We use some of the best available encryption technology to protect your information during transmission and whenever we need to store it on our systems. We ensure your data is encrypted in transit, at rest, and while in use.

Privacy

It is our goal to capture and store only the minimal amount of sensitive data required to provide exceptional services, or as required by law or regulation. Our privacy policy dictates that we are only permitted to share client data in three limited circumstances: if clients specifically allow it, if it’s required to deliver a product or service, or if we’re required by law to disclose data. See the full policy online by clicking here.

Credit Card Protection

Under the Fair Credit Billing Act, your bank cannot hold you liable for more than $50 of fraudulent charges. If your bank does hold you liable for any portion of the $50, Progress Wealth Management will cover the entire liability for you, up to the full $50. Progress Wealth Management will cover this liability only if the unauthorized use of your credit card resulted through no fault of your own from purchases made at progresswealthmanagement.com while using the secure server. Please note that depending on the level of service you are receiving from Progress Wealth Management and whether the service is being made available through your employer, you may not need to provide Progress Wealth Management any credit card information.

How you can protect yourself

Always use strong and unique passwords. This cannot be stressed enough. With computing power at an all-time high, attackers can easily crack weak passwords in seconds and leverage previously breached credentials on other websites. This may sound like a daunting task, but you don’t even need to remember passwords anymore. You should use a password manager which essentially keeps all your passwords secure (encrypted) and helps you create different, strong passwords for each one of your accounts. There are many free and very user-friendly versions available.

Keep your devices up to date. Attackers are always finding new and inventive ways to bypass security controls and techniques. Likewise, technology companies are constantly improving security controls and patching newly identified flaws to thwart attackers’ future attempts. Updating your devices in a timely manner is the best method to secure vulnerable systems.

Routinely backup your devices. This is a time-honored tradition in the IT field but one that all users should follow. Not only does backing up your device protect you in the event of a malicious compromise, but it will also protect you from accidental failure. Storage devices can and do fail.

Think before you click. You should incorporate the concept of “zero trust” as it pertains to emails and the links contained within them. Attackers have a swath of tools to create legitimate looking emails. It’s crucial to investigate unexpected emails and assume all links could potentially lead to a malicious website. Follow industry guideline best practices by opening websites manually to investigate further (if needed); do not use the links within the email unless you are confident the sender is who they say they are.

Copyright © 2023 · All Rights Reserved.
Progress Wealth Management • email us at blaine@progresswealthmanagement.com• Meet us at 12183 West 57th Ln Arvada, Colorado, United States of America 80002 • Hours Of Operation: 7AM - 7PM, Monday through Friday • Blaine Thiederman MBA, CFP®
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All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Progress Wealth Management and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Progress Wealth Management an Investment Advisor in the State of Colorado. Being registered as an investment adviser does not imply a certain level of skill or training.
• Progress Wealth Management is not affiliated with or endorsed by the Social Security Administration or any other government agency.
• Securities offered through Charles Schwab & CO and Altruist Financial LLC, Member FINRA/SIPC. Progress Wealth Management Charles Schwab & CO and Altruist financial, LLC are separate entities, independently operated. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Colorado or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
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