Articles

Open Enrollment: Align Your Workplace Benefits with Your Needs

Articles, Health & Wellness

Open Enrollment: Align Your Workplace Benefits with Your Needs

By Katie Burke / November 4, 2020

Summer is long gone now, and we’re deep into the throes of fall. Halloween mischief has been had, and now […]

How To Find a Financial Planner (And Why You Really Should)

Articles, Financial Planning

How To Find a Financial Planner (And Why You Really Should)

By Katie Burke / October 19, 2020

“What do you do for a living?” That’s one of the questions that strangers are most used to asking each

regain control of your finances, man in chaos

Articles, Financial Planning

Regain Control of Your Finances: Three Steps to Create Calm in the Chaos

By Katie Burke / September 23, 2020

Looking back about six months ago, I was just a mom and a business owner. Now, once again at 8:00

Articles, Financial Planning

A Fifth Birthday: How to Help a New Business Thrive

By Katie Burke / August 7, 2020

It’s five years since we got excited about the release of the iPhone 6 (yes, really), five years since Adele

Articles, Investment Management

Growing Your Savings

By Katie Burke / September 18, 2019

Most of us have a savings account at the bank where we do our everyday banking. We don’t think much

Articles, Financial Planning

Protecting Your Credit

By Katie Burke / August 16, 2019

It is a story we unfortunately hear too often – a bank or financial institution was hacked and our personal

Articles, Company News

Method is 4!

By Katie Burke / August 13, 2019

Dear Method Community, Can you believe it? Method is 4! The past four years have flown by and I wanted

Articles, Financial Planning

Are Your Finances Sparking Joy?

By Katie Burke / May 24, 2019

If you are like so many of us right now you might have seen (or at least heard of) the

Articles, Financial Planning

#Goals

By Katie Burke / March 5, 2019

So how many of us are still working towards those lofty goals we set back on January 1st? As

Articles, Health & Wellness

The Catalyst

By Katie Burke / February 25, 2019

Last Saturday I jumped on the bandwagon and tried celery juice for the first time. I do not own a

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.