March Cyber Tip

With tax season upon us, please remember that email is not a secure way to communicate any sensitive information with any of your financial professionals. Sensitive information includes but is not limited to account numbers, government issued identification cards, or social security numbers. Before sending any sensitive information contact your professional to find out the most secure way to share this information.

 

If you have any personal or confidential information to share with us, the most secure way is to use your vault in Black Diamond.

 

If you are in doubt, send it securely.

 

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Contact

  • Phone:
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  • Address:
    1733 Park Street, Suite 350 Naperville, IL 60563

Clients

Review your investment professional at Investor.gov: https://www.investor.gov/

Investment advisory services provided by Lantz Financial, LLC, an SEC registered investment adviser. This website is only intended for clients and interested investors residing in states in which we are registered to provide investment advisory services or exempt from registration. Please contact us to determine if the firm provides investment advisory services in the state where you reside. All content on this site is for informational purposes only and should not be considered investment advice. Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness. Neither Lantz Financial, LLC nor its representatives provide tax or legal advice, and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances.
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