We collect certain personal information about you – but only when that information is provided by you or is obtained by us with your authorization.
Examples of sources from which we collect information include:
As a general rule, we do not disclose personal information about our clients or former clients to anyone without permission. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations:
Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of out firm, applicable law, our Code of Professional Conduct, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.
Thank you for allowing us to serve your financial planning needs. We value your business and are committed to protecting you privacy. We hope you view our firm as your most trusted advisor and we will work to continue earning your trust. Please call us, 855-698-6676, if you have any questions or if we can be of further service.