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Financial planners and CPAs, like
all providers of personal financial services, are now required by law
to inform their clients of their policies regarding privacy of client
information. We are bound by professional standards of confidentiality
that are even more stringent than those required by law. Therefore, we
have always protected your right to privacy.
Types of
Nonpublic Personal Information We Collect
We collect nonpublic personal information
about you that is provided to us by you or obtained by us with your authorization.
Parties
to Whom We Disclose Information
For current and
former clients, we do not disclose any nonpublic personal information
obtained in the
course of our practice except as required or permitted by law. Permitted
disclosures include, for instance, providing information to our employees
and, in limited situations, to unrelated third parties who need to know
that information to assist us in providing services to you. In all such
situations, we stress the confidential nature of information being shared.
In no case is information ever sold to an outside party.
Protecting
the Confidentiality and Security of Current and Former Clients’ Information
We retain records relating to professional
services that we provide so that we are better able to assist you with
your professional needs and, in some cases, to comply with professional
guidelines. In order to guard your nonpublic personal information, we
maintain physical, electronic, and procedural safeguards that comply
with our professional standards
Please call if you have any questions,
because your privacy, our professional ethics, and the ability to provide
you with quality financial services are very important to us.
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