We collect nonpublic personal information about you from the following sources:
- Information we receive from you on applications, tax organizers, worksheets and other documents;
- Information received via e-mail, phone, or other electronic means and in person.
We do not disclose any information about our clients or former clients to anyone, except as permitted or required by law, such as by subpoena.
We restrict access to information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards to guard your information.
Should our clients’ confidential information be required for lending, refinance or other purposes, our firm requires written permission from such client. This is a strict policy to safeguard proprietary information we maintain on our clients’ behalf.
If you have any questions about this policy, please do not hesitate to contact us.