We collect nonpublic personal information about you from the following sources:
- Information we receive from you on tax organizers, worksheets, and other documents;
- Information that you share in phone calls, letters, e-mails, and fax transmissions; and
- Information about your transactions with us, our affiliate, or others.
We do not disclose any nonpublic personal information about our customers or former customers to any non-affiliated person or firm except as required by law. Our sole affiliate is Lottsa Financial Services, Inc. It is wholly owned by Scott Beers who is also the principal in this company. We just cannot forget what we know of you from the tax practice when we changes hats and are working in the financial planning business.
We restrict access to nonpublic personal information about you to the members and staff of our firm. We maintain physical, electronic, and procedural safeguards to guard your nonpublic personal information.
Simply put, we don't release your information to anyone except our affiliated financial planning company without your explicit permission unless we are compelled to do so by law. Your confidence in us is crucial. We want you to know that your personal and account information is safe. Honesty, integrity, and discretion are qualities we cherish and strive to practice in all of our activities.
If you have any questions about this policy, please contact me directly by phone (612) 338-7459 or by e-mail firstname.lastname@example.org.
Scott Beers, E.A., CFP®