government agencies


Our company can be retained by government agencies to provide financial counseling to their members and employees. Out sourcing to an advisory firm is more cost-effective than hiring personnel or training in house.

 

Contracts are written on an individual basis.

 

For more information, please contact us directly.

 


Privacy Policy


In order to provide you with the best possible service, we collect all personal and financial information about you that we can. We understand that this information is extremely sensitive and must be safeguarded. To this end we have taken the following steps to protect your information.

  1. We must have written and notarized permission from you before we disclose any information to anyone other than yourself and the regulatory agencies who perform audits of this company as we are required to do by law.
  2. Your information is not stored on vulnerable computer systems.
  3. The public does not have unescorted access to our office.
  4. Information is only given to third party affiliates with your express written permission.
  5. Information is handled, stored and destroyed as permitted by law by the most secure methods possible.

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Our client list in not made available to anyone unless it is required by law. If you have any questions please contact us.