Privacy Policy

Privacy Statement

We inform our clients of our policies regarding privacy of client information and are bound by professional standards of confidentiality that are very stringent. Therefore, we have always protected your right to privacy.

 

Types of Nonpublic Personal Information We Collect We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

Parties to Whom We Disclose Information For Current and former Clients, 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 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.

Protecting the Confidentiality and Security of Current and Former Clients’ Information 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.

 Questions

Please call us at 919-776-0954 if you have any questions concerning, your privacy, our professional ethics and ability to provide you with financial planning services.