Information we receive
We may receive nonpublic personal information from applications, tax organizers, worksheets, and other documents you provide; from transactions involving us, our affiliates, or others; and from consumer-reporting agencies.
How information is used and disclosed
We do not disclose nonpublic personal information about current or former clients except as permitted by law and as necessary to provide requested professional services.
How information is protected
Access is limited to firm members who need the information to serve you. We maintain physical, electronic, and procedural safeguards designed to comply with applicable federal requirements and protect nonpublic personal information.
Questions
Questions about this policy may be directed to lisa@lisarader.net or (936) 632-5540.