the Gramm-Leach-Bliley Act of 1999.
We collect nonpublic personal information about you from the
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
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
Online information is stored on secure servers.
If you have any questions about this policy, please do not
hesitate to contact us.