Here is our Privacy Policy required by the Gramm-Leach-Bliley Act of 1999.
Your Information
Your nonpublic personal information is collected from various sources:
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Information received from you on tax organizers, worksheets, client questionnaires, applications, and other financial documentation you provide;
Non-Disclosure
As a general rule, your nonpublic personal information is not disclosed to any person or party, except as required by law or to facilitate filing your tax return.
Upon closing your account, your nonpublic personal information will not be disclosed to any person or party.
Disclosure of Your Information
From time to time affiliated and non-affiliated companies may be allowed to offer you their products and services that may be of interest to you. These offers may be from non-affiliated companies such as banks, mortgage companies, insurance companies, telecommunications companies, non-profit organizations, retailers or other direct marketers. Subject to applicable law your information may be shared with these companies, unless you tell us not to.
"Opt-Out" Non-Disclosure Request
If you tell us not to share your information with any affiliated parties or non-affiliated third party companies who wish to ofer you their products and services, we will honor your request. Simply contact us and request the "Opt-Out" form found in our Privacy Policy Brochure. Fill out the form, sign your name, and mail it back to our offices (see address below) for processing. But please understand, we will continue to share your information with affiliated and non-affiliated parties who assist us in providing service to you or to non-affiliated parties in special required situations such as: lawsuits, state association and board reviews, merger or purchase discussions or federal agency processes such as the Internal Revenue Service as permitted or required by law.
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 and agree to non-disclosure;
- Physical and electronic security safeguards and strict procedural measures consistent with Federal standards are in place to protect your nonpublic personal information.
Your privacy is important. Your trust that your information will be protected is equally important.
If you have any questions about this policy, please do not hesitate to contact us.
