Feb 08

Our Services & Technology

Technology is changing by the minute how we work and play! Our firm has spent a lot of time and energy studying and using technology to improve our services.


We believe time is one of the most important commodities we all have (we just do not know how much we have). Well implemented technology can save you time in the services we provide for you.

We are working with the Microsoft videoconferencing Lync product. Using Lync, we can meet by videoconference and share information on our screens with you such as a tax plan. No travel time and you can meet with us from anywhere there is a web connection.

LyncWeb-based client portals allow the transfer of information to us and our clients to access reports and returns prepared for them, 24 hours a day, in a secure manner.

This is our third year working with web-based organizers allowing our clients to complete their organizers online (in their own secure portal) and send their completed organizer and other documents to us electronically. No more trips to our office to drop off those amended brokerage statements.

Our firm now has nearly 15 years experience with a less-paper office. We have been working with the Thomson Reuters document management system, File Cabinet. This product works seamlessly with our client portals.

We will continue to make improvements to our services and work with new technology. Making things easier for our clients and saving our clients time are part of this process.


Apr 10

Web Bug Heartbleed May Cause Heartache

Details of a significant web security problem were released in a number of stories on the evening of April 8th.  This potential security problem involves OpenSSL which is used to protect and secure communications between users and websites. It is likely you use this security in some form or another. (For example, those that have online banking may be using this security among many others.)

It may be possible for those exploiting the vulnerabilities of this specific bug, known as Heartbleed, to gain access to user names and passwords.

If you are a business using the web, we would encourage you to speak with your IT provider and to ensure all possible steps have been taken to protect your business against Heartbleed. There are a number of articles describing this bug that you can read by Googling the name.

Individuals who use HTTPS secured sites (most sites with logins) may want to consider changing critical passwords after evaluating whether the websites they use are affected by the OpenSSL bug, and determine if these websites have been patched.

While it is difficult to determine the extent of the problems caused by Heartbleed, understanding your potential risks and taking action to protect yourself and your business, is important.