INFORMATION WE COLLECT
We collect nonpublic information about you only for those services that you request. The types of nonpublic personal information that we collect vary according to the services we perform for you, and may include:
- Information that we receive from you (such as your name, address, income, assets, social security information, and other financial or household information);
- Information about your relationship and past history with us and others (such as the types of retirement services we provide you, your balances and payment history); and
- Information that we receive, with your authorization, from third parties such as accountants, financial
advisors, insurance agents, banking institutions, your employer, your investment broker and others.
WHO RECEIVES INFORMATION
We do not disclose any public or nonpublic personal information about you that you have provided to us to anyone outside our company, except as authorized by you or required by law. For example, with your consent, we may disclose personal information to a third-party contractor, such as an attorney, investment broker, or accountant, who is assisting us in providing services to you. In addition, we will release information to the extent required by law or regulation. We do not sell client information to anyone or disclose client information to marketing companies.
HOW WE PROTECT YOUR INFORMATION
We restrict access to public and nonpublic personal information about you that you have provided to us to those staff members in our office who need to know the information to provide services to you. All our employees are required to maintain the confidentiality of all nonpublic personal information about you. We maintain physical, electronic, and procedural safeguards that comply with federal law to protect the public and nonpublic personal information that you have provided to us.QUESTIONS Please email us at firstname.lastname@example.org. You may also contact our office at (671) 477-2724 or toll-free from the U.S. at (866) 577-9049.