In the course of providing financial planning services, we collect nonpublic personal information. This information is used only to allow us to provide you with the highest level of personal service. We do not sell your personal information to anyone. We do not disclose personal information to third parties, unless
- You have requested that we share this information with one of your other professional advisors, e.g., attorney, accountant, or
- We believe in good faith that the disclosure is required or permitted under law, e.g., to cooperate with regulators.
We protect the confidentiality and security of your personal information
- We restrict employee access to personal information for business purposes only. All employees are trained and required to safeguard such information.
- We maintain physical, electronic and procedural safeguards to guard your personal information.
All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner.