All providers of personal financial services are required by federal law to inform their clients of their policies regarding privacy of client information. This office has been and continues to be bound by professional standards of confidentiality and client privilege that is more stringent than required by law.
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization. We do not disclose any of this information except as required or permitted by law. Limited disclosures may include providing information to our employees or to unrelated third parties who need to know the information to assist us in providing services to you. In any such situation we stress the confidentiality of the information being shared.
We retain records relating to the professional services that we provide in order to assist you with your professional needs or to comply with professional guidelines. we maintain physical, electronic and procedural safeguards that comply with our professional standards in order to protect your nonpublic personal information.
Please call if you have any questions, as your privacy, our professional ethics and the ability to provide you with quality financial services in the most confidential manner possible is of utmost importance to us.