All providers of personal financial services are now required by law to inform their clients of their policies regarding privacy of client information. We have always taken our clients' privacy rights very seriously and welcome this chance to share our policy with you.
As you know, we collect an extensive amount of nonpublic personal information from you in order to provide you with financial planning, investment and tax planning services.
Parties to Whom We Disclose Information
It is our policy not to disclose nonpublic personal information to anyone outside our company unless specifically requested by you. This request is often made in person but we will generally ask that you confirm your request in writing by adding the party’s name to the back page of our client questionnaire or other document.
For current and former clients, we do not disclose any nonpublic personal information except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties (such as brokerage or investment service providers) who need to know such information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared. Although our firm is affiliated with Sechrest Financial Services, LLC we do not disclose any nonpublic personal information to them unless expressly permitted by you.
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
Please call us at (978) 263-7771 if you have any questions, because your privacy, our professional ethics,
and the ability to provide you with quality financial services are very important to us.
“Great investment advice, like their flat fee for wealth management planning work … it makes it easy for us”
“Proactive, trust them, responsive … well-versed on tax laws and issues”
“Knowledgeable, responsive, communicate really well…respectful”
“They are comfortable with complex financial issues”