Trusted Faith Financial
How we protect your information
Client Hub privacy notice · last updated October 2026
What we collect
What you or your advisor enter in your portal: contact details, household members, income, taxes, accounts, debts, coverage, estate documents, beneficiaries and goals; documents you upload; appointments; and the steps of any program you're in. We also keep a record of sign-ins and of every change, so there is always a history of who did what.
Who can see it
You, the people in your household you've given portal access, and the Trusted Faith Financial team members working with you. Agents see only the households assigned to them. When a strategy involves a partner (for example a CPA, an estate attorney or a tax strategy firm), we share only what that step needs, and only with your knowledge. We don't sell your information or use it for advertising.
How it's protected
- Everything travels over encrypted connections (HTTPS) and is encrypted where it's stored.
- Access rules in the database itself decide who can see each household, so one client can never see another's information.
- Documents are kept in private storage and open only through short-lived links after we've checked who's asking.
- You sign in with a one-time code sent to your email; our team also needs a code from an authenticator app.
- The tax strategy assistant in the simulator sends your question and the simulator's numbers to Anthropic, the maker of Claude, to write the answer. We don't save the conversation, and Anthropic doesn't use it to train its models. Please don't type account or Social Security numbers into it.
- Emails from us never contain account numbers or tax figures. Please don't email us documents; upload them in your portal.
Your choices
You can view and update your information at any time in your portal. You can ask us to turn off reminder emails, to remove someone's portal access, or to correct or delete your information, except records we're required to keep for insurance, securities or tax rules.
Questions
Reply to any email from us, or write to l.montgomery@trustedfaithfinancial.com.
Tax figures and strategy summaries in the Client Hub are educational estimates, not tax or legal advice. Review them with your CPA or attorney before acting.