Security
Having insurance is the foundation of financial security for your business and family. It protects your financial resources against the uncertainty of life so you can plan for the future.
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Understanding Your Needs
Choosing a right insurance product is an important decision, but it can be complicated. As with any major purchase, it is important that you understand your needs and the options available to you.
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Privacy Policy
YOUR INFORMATION
Your nonpublic personal information is collected from various sources:
- Information received from you on tax organizers, worksheets, client questionnaires, applications and other financial documentation you provide.
- Information you provide during personal interviews and telephone conversations.
- Information about your transactions with the firm.
- Information received about you from consumer reporting agencies if background or credit checks are conducted on your behalf.
NON-DISCLOSURE
Your nonpublic personal information is not disclosed to any person or party, except as required by law or to facilitate filing your tax return.
Upon closing your account, your nonpublic personal information will not be disclosed to any person or party.
SECURITY
Access to your information is restricted in a variety of ways:
- Only to those employees who have a need to know to provide product or services to you.
- Physical security, electronic security safe guards and strict procedural measures consistent with federal standards are in place to protect your nonpublic personal information.
Your privacy is important. Please trust that protecting your information is equally important.
Circular 230 Notice
Federal regulations require that we notify you that any tax advice contained in the body of this electronic communication (including attachments) was not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties that may be imposed under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax transaction or matter addressed herein.
