We Value Your Privacy

While information is the cornerstone of our ability to provide superior service, our most valuable asset is our clients' trust. Keeping client information secure, and using it only as our clients would want us to, is our top priority.  Below is our promise to all of our clients:

We will safeguard, according to strict standards of security and confidentiality, any information our clients share with us. We will limit the collection and use of client information to the minimum level required to deliver a superior service including advising our clients about our products, services and other opportunities, as well as to administer our business. We will permit only authorized employees, who are trained in the proper handling of client information, to have access to this information. Employees who violate our Privacy Promise will be subject to termination as well as other disciplinary actions. We will not reveal client information to any external organization unless we have previously informed the client in disclosures or agreements, been authorized by the client, or are required by law.

We will always maintain control over the confidentiality of our client information. We may, however, facilitate relevant offers from reputable companies. These companies are not permitted to retain any client information unless the client has specifically expressed interest in their products or services. Whenever we retain other organizations to provide support services, we will require them to conform to our policy standards as well as allow us to audit them for compliance. We will keep client files complete, up to date, and accurate. We will tell our clients how and where to conveniently access their account information (except when we are prohibited by law), and how to notify us about errors which we will promptly correct.