Privacy Policy


As financial and information technology professionals, we are required to inform clients of our policies regarding client information.  We are also bound by professional standards of confidentiality that are even more stringent than those required by law, therefore, we are committed to protecting your right to privacy.
Types of Non-Public Personal Information We Collect
We collect non-public personal information about you that is either provided to us by you or obtained by us with your authorization.
Parties to Whom we Disclose Information
We do not disclose any non-public personal information that we have collected except as required or permitted by law or authorized by you.  Permitted disclosures include providing information to our employees and, in limited situations, to unrelated third parties who require the information to assist us in providing services to you.  In all such situations, we stress the confidential nature of the shared information.
Protecting the Confidentiality and Security of our Clients’ Information
We retain records relating to services that we provide so that we are better able to assist you with your needs and, in some cases, to comply with professional guidelines.  In order to guard your non-public personal information, we maintain physical, electronic, and procedural safeguards.
Please contact us if you have any questions concerning the above.  Your privacy, our professional ethics, and the ability to provide you with quality services are very important to us.