All providers of personal financial services are now required by law to inform their clients of their policies regarding privacy of client information. Our company has been and continues to be very sensitive to confidentiality issues, and we are even more stringent than those required by law. Therefore, we have always protected your right to privacy.
Types of Nonpublic Personal Information We Collect
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.
Parties to Whom We Disclose Information
For current and former clients, we do not disclose any nonpublic individual personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, used to determine appropriate current or future services and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. These third party disclosures are predicated on a “release of information authorization” form from our clients. Clients’ financial information is used in group summaries, for educational purposes, in database benchmarking and or other analytical purposes. In no instance is any individual clients’ data or identity divulged. In all situations, we stress the confidential nature of the information being shared.
Protecting the Confidentiality and Security of Current and Former Clients’ Information
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. To guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
Please contact us if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.