Types of Nonpublic Personal Information We Collect

We collect nonpublic personal information about you that is provided to us by you or obtained by us with your consent.

Parties to Whom We Disclose Information

For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our daily operations except as required or permitted by law. Permitted disclosures include, as an example, providing information to our employees, and in limited situations, to unrelated third parties, i.e. insurance underwriters, who need to know that information to assist us in providing insurance services to you. In all such cases, we stress the confidential nature of information being shared.

Protecting the Confidentiality and Security of Client's Information

We retain records relating to professional services that 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 guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our industry's professional standards.

Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with high quality financial services are very important to the agency.