Whether you are a client, another adviser to a client, or a prospective client, to us you are a "friend of the practice". We love it when clients and their advisers share their MAP relationship with their friends and family, but that is their decision and not ours. Your relationship with us is confidential and held in strictest confidence.
In addition, cybersecurity is a top priority for My Advisor & Planner, and we continue to invest heavily in order to keep your non-public information private. To keep your sensitive information like statements, social security numbers, and account numbers secure, we provide our "friends of the practice" with RJ Box. Not only are you able to securely exchange electronic documents with the team at My Advisor & Planner, but you are able to use RJ Box to exchange documents with your CPA, attorney, and other advisors.
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65 N. River Lane, Suite 212, Geneva, IL 60134 | (630) 457-4068
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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. My Advisor & Planner, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.
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