🔒 How We Keep Your Information Secure
At Asti Financial Management, your privacy and security are top priorities. We understand the vulnerability clients feel when they share their financial information via the internet. We realize how important it is to protect your personal and financial information. At our firm we have taken extra care to build multiple layers of protection into every part of how we communicate and share data with clients.
🛡️ Secure Email & Microsoft 365 Protection
All client communications are handled through Microsoft 365 and Outlook, the same enterprise-grade system used by major financial institutions.
- Encryption: Every email and attachment is encrypted in transit and at rest.
- Multi-Factor Authentication: Access to our systems requires verified authentication.
- Advanced Threat Protection: Microsoft Defender automatically scans messages for viruses and phishing attempts.
Any time we send a financial plan or spreadsheet, we ensure it ONLY includes account names and balances—never account numbers, Social Security numbers, or login details—so it cannot be used to access your accounts.
🌐 Secure Website & Document Uploads
Our website, AstiFinancial.com, is protected by a secure SSL certificate which means that any information you upload via our website is transmitted securely.
Once your information has been uploaded, the information is securely sent to our file sharing software, FileRequestPro, a third-party encrypted platform where clients’ documents are sent directly from our secure website upload portal. We can then access those files through a multi-factor-authenticated login inside their encrypted secured platform.
✅ Our Promise
Your trust is the foundation of what we do. We continually invest in industry-leading tools and practices to safeguard your information—so you can focus on your financial goals with complete confidence.
👉 If you haven’t reviewed your insurance coverage, emergency reserves, or overall risk management strategy lately, now is the time. If you are a new client, you can schedule a strategy session to discuss your options and risk exposure or, if you are a current client, contact us for a personal review of your situation at info@astifinancial.com. Now is the time to do a risk review and ensure your plan is built to withstand the unexpected.