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Our
Privacy Policy
Like all providers of personal financial services, we are now required by
law to inform our clients of our policies regarding privacy of client
information. We have been and continue to be 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 Non-public
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.
Protecting Their
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.
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Please call if you have any
questions, because your privacy, my professional ethics, and the ability
to provide you with quality financial services are very important to me.
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