Privacy Policy & Disclaimer
Privacy Policy & Disclaimer

Privacy Policy & Disclaimer

Your privacy is important to me and maintaining your trust and confidence is one of my highest priorities. I respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. I hope that by taking a few moments to read my privacy policy, you will have a better understanding of what I do with the information you provide to me and how I keep it private and secure.

Protecting your privacy is fundamental to the way I conduct business. This privacy policy explains the types of information I collect from my clients in order to provide valuation and litigation services ("services"), how I may use or disclose that information and the measures I take to safeguard that information.

What Information Do I Collect?

I collect non-public personally identifiable information about you as described in this section to provide my services. I refer to all of this information as "Client Information."

  • Client Information from you: I may collect your name, address, social security number, family and marital status, and information about your income, assets, investments, liabilities, expenses and personal financial transactions.
  • Client Information from other sources: I may collect statements or records I receive from investment firms, tax preparation firms and other professionals that you have retained and authorized to provide information directly to me.

How Do I Use and Disclose Client Information?

I use Client Information to:

  • Provide my services
  • Provide advice and information to help you meet your objectives, including information about other services that may be of interest
  • Fulfill my obligations to a regulatory or governmental body to whom I am required to report or to fulfill certain background checks relating to the USA Patriot Act.

In order to provide my services, I may disclose Client Information to non-affiliated companies that perform services for me ("service providers"). I require all service providers to have written contracts with me that specify appropriate uses of Client Information.

I may also disclose Client Information to non-affiliated third parties for other purposes required or permitted by law or regulation. Such necessary disclosures may include:

To comply with a court order, legal process, or other judicial or investigative proceeding that produces a request for information from me;

  • To permit auditing of account information;
  • To fulfill or respond to a request from you or your authorized representative;
  • To sell or transfer my business or assets; and
  • As otherwise described in this privacy policy

How I Protect Your Information

I maintain commercially reasonable physical, electronic, and procedural safeguards to protect Client Information from unauthorized access and disclosure.

Former Clients

If you are no longer a client, I continue to use, disclose and safeguard Client Information as described above. This privacy policy applies to clients of valuation and litigation services provided by me. I appreciate the opportunity to serve your needs. I value your business and I am committed to protecting your privacy. I hope you view my firm as your most trusted advisor and I will work to continue earning your trust. Please contact me if you have any questions, because your privacy, my professional ethics and the ability to provide you with quality services are very important to me.