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Privacy Policy
"We do not release any
information about you unless you instruct us to do so."
CPA's, like all
providers of personal financial services, are now required by law to
inform their clients of their policies regarding privacy of client
information. CPA's have been and continue to be bound by professional
standards of confidentiality that are even more stringent than those
required by law. Therefore, we have always protected your
right to privacy.
Information
Collection
We collect non-public
information about you that is provided to us by you or obtained by
us with your authorization.
Information
Disclosure
For currant and former
clients, we do not disclose any non-public 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.
Confidentiality and
Security
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 non-public personal information, we maintain physical,
electronic, and procedural safeguards that comply with our professional
standards.
This Privacy Policy
Has Been Brought About By The Gramm-Leach-Bliley Act And The Related
Federal Trade Commission Regulations. This Law Requires Us To
Send Our Privacy Policy To Each Of Our Clients By July 1, 2001, And
Subsequently Each Year Thereafter Commencing Before January 1, 2003.
Please call if you have
any questions, because your privacy, our professional ethics, and
the ability provide you with quality financial services are very
important to us.
For more information please feel free
to browse around our web site. We are always happy to answer
any questions, or to schedule a consultation contact:
Email Us or call us at 847-215-8630.
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Personal Financial Specialist
