Articles

Articles, Estate Planning

Why Young Families Need an Estate Plan

By Katie Burke / February 27, 2025

Love is all you need. This famous phrase began in July 1967 with The Beatles’ release of a song of […]

Resilience, Reflection, and Charitable Giving

By Katie Burke / February 5, 2025

I hope you enjoyed a relaxing holiday season with friends and family. Moose, our French bulldog pictured below, always makes

Financial Literacy: A Gift for the Whole Family

By Katie Burke / December 17, 2024

Financial literacy is one of the greatest gifts you can give your family—it provides the tools and knowledge to make

Gratitude and Mindful Giving

By Katie Burke / November 26, 2024

As we embrace the spirit of the holiday season, we reflect on the notion that it takes a village to

A Time to Reflect On Financial and Physical Well-Being

By Katie Burke / November 7, 2024

If this past year has taught me anything, physical health is the foundation for everything else in life. Recently, I’ve

You’re an Executor – Now What? Being prepared to be in charge

By Katie Burke / August 21, 2024

You may have been appointed executor of a friend’s or relative’s estate. What does this mean, and what will you

Articles, Financial Planning

Reviewing Your Financial Plan at Mid-Year

By Katie Burke / July 1, 2024

Many of us wait until the end of the year to start looking at our finances as we prepare for

Articles, Financial Planning

How A Budget Keeps You on Track

By Katie Burke / May 23, 2024

A budget is a plan for every dollar you have. It’s not magic, but it can lead to more financial

Articles, Financial Planning

Insuring Your Future: Understanding Insurance Needs for Every Stage of Life

By Katie Burke / March 21, 2024

Life is full of unexpected twists and turns, and while we can’t predict the future, we can certainly prepare for

Articles, Financial Planning, Taxes

Why the Beginning of the Year is a Great Time to Start Tax Planning

By Katie Burke / February 22, 2024

Being proactive can help maximize your benefits and minimize tax time surprises. A projection of your potential income tax can

Privacy Notice

We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve your account.

Categories of Information We May Collect

In the normal course of business, we may collect the following types of information:

Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
Data about your transactions with us (such as the types of investments you have made and your account status).

How We Use Your Information That We Collect

Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third-party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.

Confidentiality and Security

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.