We will always protect your right to privacy. By “you” or “your”, we mean your entire family and any information that is disclosed to us as part of any engagement with us.
- We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization.
- We do not disclose any nonpublic personal information obtained during our engagement except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees and consultants to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.
- We retain physical and digital records relating to any professional services that have been provided and the fees you have paid. We also maintain physical, electronic, and procedural security safeguards to protect these records.
- Records relating to the services provided are destroyed upon request or three years after the completion of our engagement. If you have any questions about our Privacy Policy, please contact us at (888) 485-7299.