Privacy Policy

Our agency is committed to assuring the privacy of individuals and/or families who have contacted us for assistance.  All “nonpublic personal information” shared both orally and in writing such as name, address, telephone number, assets, liabilities and any other personal information concerning a client’s finances will be managed within legal and ethical considerations.  Nonpublic personal financial information will not be released to any entity except under circumstances which we may release information to a third party as permitted by law.