Privacy Policy

Because safeguarding your personal information is a high priority, we take every precaution to protect your privacy. Even though it has always been our policy to keep your information confidential, here is our Privacy Policy required by the Gramm-Leach-Bliley Act of 1999.

We collect nonpublic personal information about you from the following sources:

• Information we receive from you on applications, tax organizers, worksheets and other documents, computer data files and discussions, information provided to us at your request by banks, and information that we develop as part of our services;

• Information about your transactions with us, our affiliates, or others;

• Information we receive from a consumer-reporting agency.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law. Any disclosure requires a written authorization.

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

We may send you beneficial information via email. These general emails will not contain any non-public information about you. You always have the right to opt-out of any subscriptions by following the directions in the email.

If you have any questions about this policy, please do not hesitate to contact us.