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Privacy Policy

We collect nonpublic personal information about you from the following sources:

Information you provide on applications, through 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 current 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 it in order to provide quality services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

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

This is our Privacy Policy as required by the Gramm-Leach-Bliley Act of 1999.