Privacy Policy and Commitment to Protecting Your Privacy
I/We value your business and thank you for your confidence in choosing our firm as your source for advice and products. As our client, you entrust us with your personal information. We respect that trust and want you to be aware of our commitment to protecting the information you share with us while doing business with us.
Your Rights as they Pertain to Your Personal Information
- You have the right to know why an organization collects, uses or discloses your personal information.
- You have the right to expect an organization to handle your information reasonably and to not use it for any other purpose other than the one to which you consented.
- You have the right to know who in an organization is responsible for protecting your information.
- You have the right to expect an organization to protect your information from unauthorized disclosure.
- You have the right to inspect the information an organization holds about you and make sure it is accurate, complete and current.
- You have the right to expect an organization to destroy your information when requested or when no longer required for the intended purpose.
What We Will Not Do With Your Information
I/We do not sell client information to anyone. Nor do we share your information with organizations outside of our relationship with you that would use it to contact you about their own products or services.
We Strive to Protect Your Personal Information
All associated advisors and service providers who are granted access to your records understand the need to keep this information protected and confidential. They know they are to use the information only for the purposes intended and this expectation is clearly communicated. We've also established physical and systems safeguards, along with proper processes, to protect your information from unauthorized access or use.
Your Privacy Choices
You may withdraw your consent at any time (subject to legal or contractual obligations and on providing us reasonable notice) by contacting us. Please be aware that withdrawing your consent may prevent us from providing you with requested products or services.
