Privacy Policy

November 11, 2012

Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities.  In accordance with recent rules enacted by the General Trade Commission, professionals who advise on personal financial matters are now to inform their clients of their policies regarding privacy of client information.

A. Types of Information We Collect

 We collect certain personal information about you–but only when that information is provided by you or is obtained by us with your authorization.

B.  Parties to Whom We Disclose Information

As a general rule, we do not disclose personal information about our clients to anyone  without their permission. However, to the extent permitted by law, certain nonpublic information about you may be disclosed in the following situations:

  1. To comply with a validly issued and enforceable subpoena or summons;
  2. In the course of a review of our firm’s practices under the authorization of a state operational licensing or regulatory board;
  3. As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record; and
  4. To provide information to affiliates of the firm and non affiliated third parties who perform services or processes for us in association with our services to you,  them from disclosing or using the information other than for the purposes for which it was disclosed. If we do not have a contractual agreement, with the other party, we will ask for your consent prior to sharing confidential information with them.

C. Protecting the Security and Confidentiality of Current and Former Client’s Information

We retain records relating to professional services we provide, so that we are better able to assist you with your professional needs, and in some cases, to comply with professional guidelines.

In order to safeguard the privacy of your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with professional standards.   Please call us if you have any questions regarding our privacy or record retention policies.