Privacy Policy

We are committed to providing you with quality services to meet your needs. Our commitment includes protecting personal information we obtain about you.

We limit the disclosure of your Personal Information to the following:

Non-affiliated third parties as permitted or required by law, which may include those assisting us in opening, maintaining or servicing your account, and; Others, such as non-profit organizations and other third parties only when you specifically direct us to share your personal information.

When you complete a signed copy of our Application - Client Consulting Fee Agreement or a program application, you will need to provide personal and financial information such as your name, phone number, Social Security Number, e-mail address, income and other financial information depending upon your circumstances. This information is then forwarded to service providers or third parties as determined by our service. Your information is released with your approval.

YOUR PERSONAL INFORMATION IS KEPT SECURE & CONFIDENTIAL BY US AND WILL NOT BE DISTRIBUTED TO ANY OTHER SOURCE FOR ANY REASON. ALL INFORMATION IS CONSIDERED PRIVATE AND WILL NOT BE SOLD FOR ANY PURPOSE.