Trust & Security

Your service earned our protection.

Veterans and military families trust us with some of their most sensitive financial information. Here is exactly how we handle it.

Our Commitment

Security is part of serving those who served.

Military divorces involve documents that carry personal security implications — LES statements, VA disability award letters, retirement service records, and more. We treat every file with the same discipline expected in a military environment.

Encrypted Document Storage

All uploaded financial documents — tax returns, LES statements, retirement awards, TSP statements — are stored using industry-standard encryption both in transit and at rest. Files are never emailed in plaintext.

Restricted Advisor Access

Only your assigned advisor and case manager can access your case files. Access is role-based and logged. Internal staff without a direct case-management role cannot view your documents, assessment results, or communication history.

Zero Data Sale Policy

We do not sell, rent, trade, or share your personal information or assessment data with third parties for marketing purposes. Your information is used solely to provide the services you requested.

No Legal Advice, No Conflict

We are not a law firm and do not provide legal advice. Our role is purely financial analysis and education. This means your attorney's legal strategy is never compromised by a conflict of interest with our firm.

Operational Practices

What this looks like in practice.

01Documents are access-controlled by role — only your assigned team members can view your case.

02All advisor and case manager document access is logged for audit purposes.

03Assessment data is never shared with attorney partners without your explicit written consent.

04You can request deletion of your assessment data and uploaded documents at any time.

05We never publish identifying client information in testimonials, case studies, or educational content.

Questions about how your data is handled?

We welcome transparency questions. Reach out and we will walk you through exactly how your information is protected throughout the engagement.

Educational purposes only. Not legal advice. Not tax advice. Results vary based on individual circumstances. Please consult qualified legal and financial professionals regarding your situation.