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Your Information |
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| 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; |
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Information you provide during personal interviews and telephone conversations; |
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Information about your transactions with the firm; |
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Information received about you from consumer reporting agencies if background or credit checks are conducted on your behalf. |
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Non-Disclosure |
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Your nonpublic personal information is not disclosed to any person or party, except as required by law or to facilitate filing your tax return. |
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Upon closing your account, your nonpublic personal information will not be disclosed to any person or party. |
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Security |
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| Access to your information is restricted in a variety of ways: | |
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Only to those employees who have a need to know to provide products or services to you; |
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Physical security, electronic security safeguards 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.
Please call if you have any questions.