Information We Collect
The Site collects personal information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements. The type of information The Site collects may include:
- Information The Site receives from you on forms (such as name, address, Social Security number, assets and income)
- Information you provide The Site directly about your personal finances or personal circumstances or which The Site may receive from brokerage statements or other information you authorize The Site to receive.
Information Disclosed In Administering Products and Services
The Site will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. The Site does not sell any personal information about you to any third party. The Site will not disclose personal information without your authorization, except as required or permitted by law.
Procedures to Protect Confidentiality and Security of Your Personal Information
The Site has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. The Site educates our employees on the importance of protecting the privacy and security of confidential personal information.