TYPES OF NONPUBLIC PERSONAL INFORMATION (NPI) WE COLLECT

We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization. This can include but is not limited to your Social Security Number, Date of Birth, Banking Information, Financial Account Numbers and/or Balances, Sources of Income, and Credit Card Numbers or Information. When you are no longer our customer, we may continue to share your information only as described in this notice.

PROTECTING THE CONFIDENTIALITY OF CURRENT AND FORMER CLIENT’S INFORMATION

We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization. This can include but is not limited to your Social Security Number, Date of Birth, Banking Information, Financial Account Numbers and/or Balances, Sources of Income, and Credit Card Numbers or Information. When you are no longer our customer, we may continue to share your information only as described in this notice.

PARTIES TO WHOM WE DISCLOSE INFORMATION

Investment Advisers may need to share personal information to run their everyday business. In the section below, we list the reasons that we may share your personal information:
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 For everyday business purposes – i.e. you become a client with our company, such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
 For our marketing – to offer our products and services to you
 If you submit a Let's Talk Form on our website, we do not share any of this information with a third-party. This information is use by our company only with the intent of reaching out to regarding our services only.
 Prior to become a client, we do not share any of your information with any third-parties. After becoming a client we will only share information required for everyday business purpose and never for marketing or solicitation purposes by third-parties.

FEDERAL LAW GIVES YOU THE RIGHT TO LIMIT SHARING OPTING OUT

Federal law allows you the right to limit the sharing of your NPI by “opting-out” of the following: sharing for non-affiliates’ everyday business purposes – information about your creditworthiness; or sharing with affiliates or non-affiliates who use your information to market to you. State laws and individual companies may give you additional rights to limit sharing. Please notify us immediately if you choose to opt out of these types of sharing.

DEFINITIONS:

Affiliates, companies related by common ownership or control. They can be financial and non-financial companies; Non-affiliates, companies not related by common ownership or control. They can be financial and non-financial companies; Joint marketing– a formal agreement between non-affiliated financial companies that together market financial products or services to you.