We will always protect your right to privacy. By “you” or “your”, we mean your entire family and any information that is disclosed to us as part of this engagement.

 

We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization.

We do not disclose any nonpublic personal information obtained in the course of our engagement except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees and consultants who this information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.

 

We retain physical and digital records relating to the professional services that have been provided and the fees you have paid. We also maintain physical, electronic, and procedural security safeguards to protect these records. Records relating to the services provided are destroyed upon your request or three years after the completion of our engagement.