Our policy with respect to personal information about you is listed below.

• As permitted by you, we limit access to nonpublic personal information about you only to those who have a business or professional reason for knowing, and only to nonaffiliated parties as permitted by law.
  
  
• We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.
  
  
• We do collect personal information in the normal course of business in order to administer your accounts and serve you better.
  
  
• We do not provide your personally identifiable information to mailing list vendors or solicitors for any purpose.
  
  
• Personally identifiable information about you will be maintained during the time you are a client, and for the required time thereafter that such records are required to be maintained by federal and state securities laws, and consistent with the CFP Code of Ethics and Professional Responsibility. After this required period of record retention, all such information will be destroyed.