When any natural disaster hits, the safety of your personal information can be at stake, especially if it is stored digitally. Rainwater can damage your devices, and harsh winds can infiltrate the places where your devices are stored. If you live in Florida, a major part of your hurricane prep should include protecting your financial planning information. CERTIFIED FINANCIAL PLANNER™ professionals across Florida, including the Tampa Bay area, should have a security system in place to protect their clients’ information in case a hurricane hits.

3 ways CERTIFIED FINANCIAL PLANNER™ professionals secure information during hurricanes

Your financial planner may use a multitude of techniques to ensure that your financial information is safe against damage or erasure if a hurricane hits Florida. Some of the methods they may use to secure your information and keep it intact during a storm can include: 

  1. Empowering a hurricane committee — In the event a hurricane hits Florida, financial advisors must have an organized system of preparation so that their offices and data storage units are protected ahead of time. Some financial firms appoint a special committee to update and disseminate hurricane preparation information to the rest of their staff. This committee can also brief other employees on the appropriate protocols related to securing all hard-copy and digital records in case of a storm.
  2. Hurricane-proofing the office or firm — It is crucial for every financial firm in Florida to protect their physical buildings from flooding and high-powered winds. High-performing shutters on windows and doors can help protect equipment and paper files inside the building. In addition, important documents should never be stored on the first floor, where flooding can do the most damage.
  3. Backing up files frequently — All company files and client records should be stored on a secure network server. The data on this server should be backed up frequently to an off-site location, which is especially important in case the firm’s building is severely damaged during a hurricane. In addition, the firm’s financial advisors should be able to access their clients’ personal data remotely in case of an emergency.

Talk to a ProVise CFP® professional about your finances in the event a hurricane hits Florida

Are you worried about a hurricane hitting your financial planner’s office in Florida? You can rest assured that at ProVise Management Group, we take your financial information seriously. All of our company files and client records are stored on a secure network server with hourly backups to a secure, out-of-state location. 

Our CERTIFIED FINANCIAL PLANNER™ professionals can get to know you and your current financial circumstances, goals, risk tolerance and personal values to help you develop a plan that works for you. We can also create a written plan for you at a fiduciary standard of care. All our written plans come with an unconditional money-back guarantee. If you are unhappy with your written plan, you can return it to us, and we will refund 100% of the fee paid.

Are you ready to talk to a professional about the security of your Florida-based finances? Contact ProVise today to schedule a complimentary consultation.