Privacy and security policy


We do not disclose non-public personal information to anyone except as instructed to do so by the individual information owner or as may be required by law.  We restrict access to non-public personal information to those associates who need it to complete their work. We maintain physical, electronic, and procedural safeguards to guard non-public personal information.


We rely on standard security procedures of Lastpass, a third-party password security management company, combined with Microsoft and Intuit industry standards for communication and accounting for small business enterprises for the offsite management of passwords and private data. In other words, we are no more or less secure than other small business firms.

Please call if you have any questions, because your privacy and security, our professional ethics, and the ability to provide you with quality financial services are very important to us.