Confidential Information Privacy Policy


The nature of our work requires us to collect certain nonpublic information.

  • We collect financial and personal information from applications, worksheets, reporting statements, and other documents and forms, as well as interviews and conversations with our clients and affiliates.

  • We may review banking and credit card information about our clients and/or their business(s).

  • Under our policy, all information we obtain about you or your business will be provided by you or obtained with your permission.


Our firm has procedures and policies in place to protect your confidential information.

  • We restrict access to your confidential information to those within our firm who need to know in order to provide you with services.

  • We will not disclose your personal information to a third party without your permission, except where required by law.

  • We maintain physical, electronic, and procedural safeguards in compliance with federal regulations that protect your personal information from unauthorized access.


“The importance of data security is no less essential to the financial practitioner than ethics and morality”