We collect non-public personal info from you, from others obtained with your authorization, and from various forms, documents, and statements you provide. We do not disclose such information except as instructed to do so by you. We do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our 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, we stress the confidential nature of information being shared.
We retain records relating to professional services that we provide so that we are 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, we maintain physical, electronic, and procedural safeguards that comply with our 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 us.
This web site provides a discussion board. This area is NOT used to collect information. This area is used for the sharing of information. Please remember that any information you post to these areas is public information and you should exercise caution.
Note that we will do update you by mail and or email regarding offerings of our affiliates, of which your Annual Review is a small part of this services offered grid.
IRS Circular 230 Disclosure: As required by U.S. Treasury Regulations, you are hereby advised that any written tax advice contained in this newsletter was not written or intended to be used (and cannot be used) by any taxpayer for the purpose of avoiding penalties that may be imposed under the U.S. Internal Revenue Code.