Important Notice About Your Confidential Information
If you have any questions, please do not hesitate to ask!
| YOUR INFORMATION: Your non public personal information is collected from various sources. 1) Information received from you on tax organizers, worksheets, client questionnaires, applications and other financial documentation you provide. 2) Information you provide during personal interviews and telephone conversations. 3) Information about your transactions with the firm. 4) Information received about you from consumer reporting agencies if background or credit checks are conducted on your behalf. |
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| Your non public personal information is not disclosed to any person or party, except as required by law. Upon closing your account, your non public personal information will not be disclosed to any person or party. |
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| Access to your information is restricted in a variety of ways. 1) Only those employees who have a need to know to provide products or services to you. 2) Physical security, electronic security safeguards and strict procedural measures consistent with federal standards are in place to protect your non public personal information. Your privacy is important. Your trust that your information is protected is equally important. |
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