Privacy Policy

In accordance with the Gramm-Leach-Bliley Act of 1999...

We may gather non-public personal information about our clients from the following sources:

Information we may receive from you on applications, tax organizers, worksheets and other documents.
Information about your transactions with us, our affiliates, or others.
Information we may receive from a consumer-reporting agency.

We do not disclose any non-public personal information about our clients or former clients to anyone, except as permitted by law.

We restrict access to non-public personal information about our clients to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your non-public personal information.

If you have any questions about this policy, please do not hesitate to contact us.