Our Privacy Policy

Protecting the privacy of our clients is very important to us, and the trust they place in us to protect their private information is equally important. Our privacy policy is outlined below:

YOUR INFORMATION

Your nonpublic personal information is collected from various sources:

• Information received from you on tax organizers, worksheets, client questionnaires, applications and other financial documentation you provide;

• Information you provide us during personal interviews, telephone conversations, emails and other forms of electronic and non-electronic communication;

• Information about your transactions with our firm;

• Information received about you from consumer reporting agencies if background or credit checks are conducted on your behalf

NON-DISCLOSURE

• We do not disclose your nonpublic personal information to any person or party, except as required by law.

• Upon closing your account or terminating service, we will not disclose your nonpublic personal information to any person or party, except with your prior consent. 

SECURITY

Access to your information is restricted in a variety of ways:

• Only to those employees who have a need to know to provide products or services to you; 

• Physical security, electronic security safeguards and strict procedural measures consistent with federal standards are in place to protect your nonpublic personal information