Privacy Policy

Privacy

Your financial and personal privacy is of the utmost importance to us.  As providers of financial services to you, we are committed to maintaining the confidentiality of your personal financial information, while still being able to provide you with the professional service you have become accustomed. We have described below the way that we deal with your personal information in keeping with the professional standards of confidentiality of our profession.

Types of Nonpublic Personal Information We Collect

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

Log information, cookies and Web beacons

Our website collects standard Internet log information including your IP address, browser type and language, access times and referring website addresses. To ensure that our website is well managed and to facilitate improved navigation, we or our service provider(s) may also use cookies (small text files stored in a user’s browser) or Web beacons (electronic images that allow the website to count visitors who have accessed a particular page and to access certain cookies) to collect aggregate data.                                                                  

Information Security; Parties to Whom We Disclose Information

We generally have in place reasonable commercial standards of technology and operational security to protect all information provided by visitors via this website from unauthorized access, disclosure, alteration or destruction.

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

Protecting the Confidentiality and Security of Current and Former Clients’ 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 professional standards.

Questions and Concerns

Please call us if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.  You may also direct any questions or concerns to us using the contact us link.

Disclaimer

Tax or professional advice contained in or accompanying this document, unless otherwise specifically stated, is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter that is contained in or accompanying this document.  In addition, unless otherwise specifically stated, any advice provided shall not be deemed a formal tax opinion upon which the addressee can rely.