Privacy Policy

Your privacy is very important to us. Accordingly, we have developed this policy in order for you to understand how we collect, use, communicate and disclose personal information. The following outlines our privacy policy.

We collect nonpublic personal information about you from the following sources:

Information we receive from you on applications, tax organizers, worksheets and other documents;
Information about your transactions with us, our affiliates, or others;
Information we receive from a consumer-reporting agency.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

Our clients will attest that their confidence level has increased noticeably regarding where they are now and what progress is being made toward reaching their short and long-term financial goals since they became clients of our consulting firm.

We are committed to conducting our business in accordance with these principles in order to ensure that the confidentiality of personal information is protected and maintained. We also comply with the GDPR policies and respect our clients privacy as it concerns the use of cookies and tracking how they use our site. If you have any questions about this policy, please do not hesitate to contact us. We respond to all inquiries within 48 hours and will help to ensure that your privacy needs are met whether you are our past, current, or future client.