Privacy
Collect less. Route carefully. Protect what matters.
This website is designed to begin a conversation without collecting the sensitive financial information that belongs in a secure, purpose-built system.
General inquiries
The Start Here tool processes selections in your browser and does not transmit them automatically. If you choose to open the prepared email, your email provider and the receiving SFF system will process that communication. Do not include sensitive information.
Taxpayer information
Tax returns, source documents, taxpayer identifiers, and related information belong only in the approved tax workflow. SFF limits use and disclosure of taxpayer information to permitted purposes and obtains specific consent when required, including under Internal Revenue Code Section 7216 and related rules.
Insurance information
Insurance applications and underwriting information may include sensitive health, identity, beneficiary, and financial data. Submit it only through the carrier or approved licensed-service workflow identified for your case.
Estate information
Estate inventories, family details, documents, and planning inputs may be highly sensitive. Use only the client-directed Vanilla or other approved workflow identified for your engagement. Legal professionals and platforms maintain their own records and privacy obligations.
Fi Foundation and affiliate information
SFF does not treat Fi Foundation participants, donors, students, or program records as SFF client data. SFF and Kairos do not exchange a person’s information merely because they are affiliated. Information moves between separate entities only with an appropriate purpose, authority, and any required client direction or consent.
Sensitive information
Do not send Social Security numbers, account numbers, passwords, tax documents, identity documents, health information, or other sensitive financial information by ordinary email or a general website form. Contact SFF for the correct secure destination.
External services
Drake Portals, Vanilla, Microsoft 365, eMoney, and other external websites operate under their own privacy and security terms. Confirm the provider and review those terms before submitting information.
Questions
For a privacy or data-routing question, contact Info@semperfi.financial without including sensitive personal or financial information.