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The Vault is a service we offer to our clients as an extension of the comprehensive service we provide advising and assisting our clients with their investments.

The Vault is a service clients can access through a private individual website we establish for you. It’s a secure location for you to store important documents online accessible anywhere you have an internet connection – including on your mobile device. But the vault should be looked at as much more than just a traditional document repository—it’s a tool that gives you peace of mind by keeping information safe and secure while also being accessible.  Scan and save your documents, submit them to us and we will do the rest.  See the attached document for a checklist of common items clients store in their vault.

The Vault is protected by our system that uses a 256-bit Secure Socket Layer to scramble your data to prevent access to unauthorized users.  This is the highest level of encryption currently available today.  We house your important data with SunGard Data Systems, a revolutionary server hosting space offering the most secure environment in the industry.  SunGard hosts 70% of all financial industry transactions.  See the attached document for more on the security measures taken to protect your data.

 If you are interested in utilizing the Vault, please contact us and we will get you started.

Registered Principal offering securities, insurance, and advisory services through FSC Securities Corporation, member FINRA/SIPC.  Additional insurance services offered through Octagon Wealth Management, LLC which is not affiliated with FSC Securities Corporation.

This communication is strictly intended for individuals residing in the states of AZ, CO,FL, GA, IA, IL, MN, & WI.  No offers may be made or accepted from any resident outside the specific states referenced. 

IMPORTANT CONSUMER INFORMATION - A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Terri Bloom and Molly Stoffel are not registered with FSC Securities.

Check the background of this financial professional on FINRA's BrokerCheck.