Your Information – Non Disclosure—Security

The nature of our work requires us to collect certain non-public information.

  • We collect financial and personal information from you, worksheets, reporting statements and other forms, as well as interviews and conversations with our clients and affiliates.



  • We may also review banking and other information about our clients in the performance of our work.



  • Under our policy, all information we obtain about you will be provided by you or obtained with your permission.



  • We have procedures and policies in place to protect your confidential information.


  • We restrict access to your confidential information to those within our firm who need to know in order to provide our services.



  • We will not disclose your information to a third party without your written permission, except where required by law.



  • We maintain physical, electronic and procedural safeguards in compliance with federal regulations that protect your personal information from unauthorized access.


  • ¨ Upon closing your account, your nonpublic personal information will not be disclosed to any person or party, unless required by law.


  • Your Privacy is important. Please trust that protecting your information is equally important to us. Please call 440-233-5843 if you have questions.