Disclosure of Information
We do not disclose any nonpublic personal information about our clients or former clients to anyone except when authorized in writing by the client.
Maintenance of Information: Confidentiality and Security
We restrict access to nonpublic personal information about our clients to those employees who need to know the pertinent information to provide services to the client.
We maintain physical, electronic, and procedural safeguards to guard our clients’ nonpublic personal information and allow only authorized personnel to review the information.
We keep all files in secure storage, with limited access, or we store the files on a computer with password protections.
Changes to this Statement