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Privacy policy Providers of Personal Financial Services are now required by federal law to inform their clients of their policies regarding privacy of client information. Our financial services contract as well as the AICPA professional standards of confidentiality that we adhere to are even more stringent than those required by the law. We have always protected our clients' right to privacy. Types of Nonpublic Personal Information We Collect We collect nonpublic personal information that is provided to us by our clients or obtained by us with our clients' authorization. This includes detailed information regarding assets, liabilities, income, expense, company benefits, income taxes, insurance documents and estate plans. Parties to Whom We Disclose Information For current and former clients, we do not disclose or sell any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties (e.g., attorney, banker or other lender, securities broker, CPA, trust company, or other advisor) who need to know that information to assist us in providing services. In all situations, we stress the confidential nature of information being shared. Protecting the Confidentiality and Security of Current and Former Clients’ Information We retain records relating to professional services that we provide so that we are better able to assist with client professional needs and, in some case, to comply with professional or regulatory guidelines. In order to guard nonpublic personal information, we maintain physical, electronic and procedural safeguards that comply with our professional standards.
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[Legal Notices] [Privacy Policy] - Wealth Management
Consultants, Inc.