Privacy Policy
Your Privacy Is Important To Us:
The most valuable asset of an investment firm is a good name. We highly value your trust and confidence, and we do everything we can to protect you and maintain that your personal information is kept completely confidential. As a financial advisory and planning firm, we adhere to the highest level of professional ethical responsibility to protect your confidentiality. We have a sacred trust to protect our customers.
What Personal Information Do We Collect?
Most of the personal information we collect is obtained from you. We collect personal information needed only to service and administer your business with us. The type of information that we collect depends on the type of product or service that's necessary for your benefit. This includes:
Information that you provide on an application or other form (for example, name, address, social security number, or income).
Information in regards to your business (i.e. profit and loss statement, tax returns, etc.)
Medical or health information you permit us to receive from your doctors or other health care providers. This may include an application for insurance or when we process a claim approved by you. Under no circumstances do we share this information with unrelated companies. This is only used when necessary to process transactions for your benefit.
Is Personal Information Shared With Others?
We do not share any personal information about you to anyone without your consent. Under no circumstances will your information be shared or sold to a third party. The law permits disclosure in a small percentage of instances, such as if we must share information to protect against fraud, in response to a court subpoena, to others who are assuring our compliance with professional standards (peer review), and the like.
How Do We Protect The Confidentiality And Security Of Your Personal Information?
Keeping your information confidential and secure is of utmost importance to us. We follow the highest standards, of industry practices to actively protect the confidentiality, and integrity of your personal information. We also maintain physical, electronic, and procedural safety measures to guard your personal information. ln doing so, we restrict access of your personal information to only those employees who require it in order to benefit you. Our employees are bound by internal confidentiality policies and are subject to disciplinary action for any policy violation.
How Long Do We Protect Your Personal Information?
Your personal information will be kept confidential indefinitely in accordance with this privacy policy.
"If what you thought to be true about your money turned out not to be true,
WHEN would you want to know?"