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Plancorp, Inc. and Financial Management Strategies are always looking for ways to improve services. We now offer a secure means of communicating protected and confidential data between ourselves and our clients. This secure email service can be used to send and receive sensitive data.


Why Use Secure E-mail?

By itself, Internet email is an insecure communications channel. Messages sent via standard Internet email travel in “plain text” and cross many networks before reaching their final destination. As a result, an opportunity exists for prying eyes to scan email messages as they travel across these various networks. Since confidentiality cannot be guaranteed, standard Internet email should not be used to exchange sensitive or private information such as social security numbers, bank account numbers, financial statements, etc. Because your privacy is important, we have implemented ZixCorp secure email solutions to ensure all personally identifiable financial information remains confidential.

All email communication you receive from us containing  personal information will be sent using ZixCorp encryption services. And we encourage you to use this same service when sending sensitive information to us. ZixCorp's easy-to-use e-messaging protection makes it easy for you to receive, read, and reply to all our encrypted communications - whether you are a ZixCorp customer or not.


How Do I Send/Receive a Secure E-mail?

You can access this service by clicking the image below. This will take you to our secure e-mail web portal. Just follow the instructions on that page.  You can also access the portal directly at


Click here to send a secure email


The first time that you use this service you will need to create a login and password. This only needs to be done once.  The system will send you a conformation e-mail to the address you provided in the signup process.  To complete the process you will have to click on the link in that e-mail.  After activation is complete you will be taken to a login screen. Once logged in you will be directed to our e-mail editor where you can compose your email and attach documents.

When we send you a secure email, you will receive an email similar to the one below:

You have a Plancorp, Inc./Financial Management Strategies, Inc. Secure Email message from

To view the secure message, click here.

Do not reply to this notification message. This notification message was auto-generated by the sender's security system. To reply to the sender, please go to your secure message by clicking on the link above.

The secure message expires on (date) @ (time) (GMT).

To view your message, click on the link within the email and follow log in directions.

If you have any questions or problems, please call us at (216) 642-1099.