Privacy Policy

This notice describes how we handle your personal information, as required by the Gramm-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 or required by law.

Access to your nonpublic personal information is limited to the members of our firm who need it in order to provide services to you. We maintain physical, electronic and procedural safeguards that comply with federal regulations to protect that information.

This website does not use your information for advertising, and we do not sell it. Messages you send us through the site are used only to respond to you.

If you have any questions about this policy, please contact us.