Privacy

PRIVACY POLICY

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.

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