Insurance Privacy Statement

As independent insurance agents, we collect information provided by you when you fill out an online form or correspond through our online email system. We also collect information provided by you through documents or discussion. We may collect your name, address, phone number and e-mail address, as well as any other information we deem necessary to administer our business, to advise you about our products and services and provide you with customer service.

If you encounter a screen in this site that asks for information you do not want us to have or use, you should not proceed further with that screen.

We will not share your information with anyone outside of our agency or insurance companies. We will not sell or share your personal information with any other third party.

We are committed to the safe-keeping of your confidential information, and we maintain safeguards to protect your information.

You may encounter links to other websites. Please note that we do not have any control over these websites and are they not governed by this privacy policy.

Tax Preparation Privacy Statement

As your tax preparer, we collect information provided by you when preparing your taxes. This information can come from your tax organizer, worksheets, documents and discussions. We may collect your name, email and phone number through a web form in order to answer your questions or arrange your appointment.

If you encounter a screen in this site that asks for information you do not want us to have or use, you should not proceed further with that screen.

We are required to keep this information confidential and to not disclose it to third parties unless we have your approval or are required/permitted to disclose it by law. We are committed to the safe-keeping of your confidential information, and we maintain safeguards to protect your information.

You may encounter links to other websites. Please note that we do not have any control over these websites and are they not governed by this privacy policy.