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;
Information about your transaction 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.

We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

If you have any questions regarding our privacy policy, please do not hesitate to contact us.