Privacy Policy

The Grann-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 transactions 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 restrict access to nonpublic personal information about you 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 nonpublic personal information. 

Privacy Protection Policy

For Social Security Numbers (P.A. 08-167) 

In our course of business, we collect certain personal information, including Social Security numbers. We will make what we believe to be reasonable efforts to protect the confidentiality of the Social Security numbers we collect. 

 We protect the confidentiality of Social Security numbers and other personal information we collect in the course of business by the following measures: 

  • Prohibit unlawful disclosure of Social Security numbers and other personal information. 
  • Limit access to Social Security numbers and other personal information. 
  • Destroy, erase or make unreadable documentation containing Social Security numbers and other personal information. 
  • Training our employees in the proper handling of Social Security numbers and other personal information. 
  • Maintaining physical, electronic and procedural safeguards to protect the confidentiality of Social Security numbers and other personal information. 
  • Requiring that third parties with access to Social Security numbers and other personal information protect their confidentiality. 

 Please contact our office with any questions you may have. 

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