Privacy Policy

We deliver a Privacy Notice to all our clients initially upon establishing our relationship and annually thereafter. We believe it is important they understand our uses of the information gathered from them.
In performing our services for our clients, we may gather non-public personal information about them as follows:

  • Information we receive from them in our conversations, discussions and interviews.
  • Information relating to the services we render to them.
  • Information they deliver to us in a written or other format, however developed.
  • Information prepared and delivered by third parties acting on their behalf.

Be advised that we do not disclose any non-public personal information about our clients to anyone except as permitted by law. Further, we restrict access to non-public personal information about our clients to our associated persons and other certain service providers who need to know that information for us to provide services to the client. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard their non-public personal information.
If there are any questions about our Privacy Notice, please contact us promptly at (816) 931-5757. We value our relationship with our clients and want to assure them that our policies and procedures are clear and acceptable.