Privacy Policy

The law requires me to disclose my Privacy Policy to you—just as it requires banks, brokerage houses, and other financial institutions to do the same. I hope that by taking a few moments to read this policy, you will have a better understanding of how I strive to protect the information you entrust to me.

Types of Information I Collect

I will collect certain personal information about you—but only when it is provided by
you or is obtained with your permission.

Parties to Whom I Disclose Information

As a general rule, I do not disclose nonpublic personal information about my clients or
former clients to anyone. However, to the extent permitted by law and any applicable
state Code of Professional Conduct, certain nonpublic information about you may be
disclosed to comply with a validly issued and enforceable subpoena or summons, or to
allow me to render appropriate services to you.

Confidentiality and Security of Your Personal Information

Except as otherwise described in this notice, I restrict access to nonpublic personal information about you to employees of my firm and other parties who must use that information to provide services to you. I also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction. Thank you for allowing me to serve your accounting, tax, and financial planning needs. I value your business and am committed to protecting your privacy. I hope you view my firm as your most trusted adviser and I will work to continue earning your trust.

Please call me if you have any questions or if I can be of further service.