Welcome |  Business Services |  Tax Preparation |  Retirement / Insurance |  Links |  Contact
— Letter to Family
— Search B&FG
Privacy Statement
In order to meet the requirements of the Gramm-Leach-Bliley Act of 1999, I am writing to inform you of the privacy policy of this firm.

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on application, tax organizers, worksheets and other document.
  • Information about your transactions with us, our affiliates, or other; and
  • Information we receive from consumer reporting agency.
We do not disclose any nonpublic personal information about our customers or former customer to anyone, except as permitted by law.

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic and procedural safeguards that comply with Federal regulations to guard your nonpublic personal information.

If you have any questions about this policy, please do not hesitate to contact me.

Copyright © 1999-2004 Business & Financial Group, Inc Privacy | Webmaster