My Privacy Policy
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 provided by various financial institutions to me at your request;
Information you provide during personal interviews and telephone conversations;
Information about your transactions with the firm;
Information received about you from consumer reporting agencies if background credit checks are conducted on your behalf.
Non-Disclosure
Your nonpublic personal information is not disclosed to any person or party, except as required by law or to facilate filing your tax return.
Upon leaving as a client, your nonpublic information will not be disclosed to any person or party.
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 safe guards and strict procedural measures consistent with federal standards are in place to protect your nonpublic personal information.
Your privacy is important. Please trust that protecting your information is equally important.
Your nonpublic personal information is not disclosed to any person or party, except as required by law or to facilitate filing your tax return.