PRIVACY POLICY

We value your trust and confidence and we want to assure you that your personal information is kept confidential by us.  The privacy policy is to help you understand what information we collect about you and what measures are taken to protect your privacy

WHAT DO WE COLLECT

We collect nonpublic personal information about you from information from you on applications, tax organizers, worksheets and other documents.

OTHER

We do not disclose any nonpublic personal information about our clients or former clients to anyone, unless as permitted by law.

We restrict access to nonpublic personal information about you to members of our firm who need to know the information to provide services to you.  We maintain physical, electronic and personal safeguards to protect your personal information.