We often receive significant personal information from our clients while providing professional services and advice. All client information that we receive is held in confidence, and is not released to people outside the organization, except as agreed to by you.

In order to assist you with your professional needs and, in some cases, to comply with professional guidelines, we retain records pertaining to the professional services that we provide. Your nonpublic personal information is protected by physical, electronic, and procedural safeguards that comply with our professional standards. April 2009