Privacy Statement
Here is our Privacy Policy required by the Gramm-Leach-Bliley Act of 1999. 

Your Information
Your personal information is collected from the following sources:

Information we receive from you on applications, tax organizers, worksheets, client questionnaires, applications other financial documentation you provide;

Information you provide during personal interviews and telephone conversations;

Information about your transactions with us, our affiliates, or others;

Information received about you from consumer reporting agencies if background or credit checks are conducted on your behalf.

Non-Disclosure
Your 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 personal information will not be disclosed to any person or party.