Privacy Policy

Because we recognize the importance of privacy and the sensitivity of personal information, we are committed to protecting the personal data we obtain about you.  Keeping client information secure and using it only as our clients would want us to, is a top priority for our firm.  This Privacy Policy outlines how we manage your personal information and safeguard your privacy.

Please know that we do not sell your personal data.  In order to help administer our business or provide products, services, and other opportunities to you, we may use or share your personal data with affiliates performing services on our/your behalf.  We require any affiliates to protect your personal data, and we only permit them to use your personal data to perform these services.  An affiliate is a company we own or have an interest in or a company that provides significant services for us.

What personal data may we collect about you?

We may collect your personal data to provide you with the products or services you requested.  We may obtain it from your applications, tax preparation worksheets, authorizations, transactions, and information we may receive from a consumer reporting agency.  We may collect personal data about you to process transactions or claims.  Where required, we will obtain your consent before collecting it.  The personal data may include:

  • Name and address
  • Income and assets
  • Credit and payment data
  • Accounts at other institutions
  • Medical or health data
  • Social security number or taxpayer identification number

How do we use and protect your personal data?

We comply with Federal and State requirements related to the protection and use of your data.  This means that we only share data where we are permitted or required to do so.  We also may be required to obtain your authorization before disclosing certain types of personal data.  In order to protect your personal data, we maintain physical, electronic, and procedural safeguards.  We review these safeguards regularly in keeping with technological advancements.  We restrict access to your personal data.  We also train our employees in the proper handling of your personal data.

We are committed to retaining your confidence, and want to assure you that any information you give us remains safe and confidential.  We will send you a Privacy Policy each year while you are our client.  In the event we broaden our data sharing practices, we will send you a new Policy.

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