TYPES OF NONPUBLIC PERSONAL INFORMATION I COLLECTI collect nonpublic personal information about you that is provided to me by you or obtained by me with your authorization. This information may be of a personal or family nature (such as the name, address, telephone number, FAX number, email address, social security number and birthdate of you and your family members) or of a financial nature (such as your assets, liabilities, income or expenses).
PARTIES TO WHOM I DISCLOSE INFORMATIONFor current and former clients, I do not disclose any nonpublic personal information obtained in the course of my practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to my 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, I stress the confidential nature of information being shared.
PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND FORMER CLIENTS’ INFORMATION
I retain records relating to professional services that I provide so that I am 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, I maintain physical, electronic, and procedural safeguards that comply with my professional standards.
Please call 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 me.
My practice is committed to personal privacy and has adopted a set of information management guidelines disclosing the information gathering policies for this website. I am responsible only for this site. I am not responsible for the content or privacy policies of any sites linked here. The primary tenets of my policy are as follows:
Cookies: I do not employ cookies in connection with this site.
Registration: I do not require registration for access to this site.
Credit Card Information: I do not collect credit card information.
E-mail Addresses: Whenever you submit an inquiry through a form available on this site, I will retain your address. However, it is not revealed to any third-party for any reason without your express authorization.
If you would like to opt out of any e-mail contact I may have established with you or have me delete any personal information I may have obtained as a result of a prior visit to this site, please contact me.