Privacy Notice

Our firm continues to adhere to very stringent professional standards of
confidentiality. It is our policy to protect the security and privacy of your
personal and financial information.

 

Types of Nonpublic Personal Information We Collect

The only nonpublic personal information we collect is provided to us by you or
obtained with your authorization.

 

Parties to Whom We Disclose Information

We do not disclose any nonpublic personal information obtained in the course
of our practice except as required or permitted by law. Permitted disclosures
may include providing information to our employees, or, in limited situations,
to unrelated third parties who need that information to assist us in serving you.

In all situations, we stress the confidential nature of the information being
shared and only share information with your knowledge and permission.

 

Protecting the Confidentiality and Security of Clients’ Information

We retain records relating to our professional services to better serve your
professional needs and, in some cases, to comply with professional guidelines.
In order to protect your nonpublic personal information, we maintain physical,
electronic, and procedural safeguards that comply with our professional
standards.

 

If you wish to discuss our privacy policy, please contact us at (919) 784-9100.