THANKS FOR BOOKING!
A NOTE ABOUT PRIVACY
Adam and I are looking forward to meeting with you! Before you divulge your most personal financial information, we wanted to share with you a bit about how your information is treated.
Any information collected throughout this process is treated with the utmost care and attention to your privacy.
We use encrypted programs, do not store physical copies of statements or IDs, and adhere to the highest level of client privacy requirements from our regulatory bodies.
We will never sell your information. We will never share your information unless previously approved by you.
On top of that, no one will ever know you are a client or even that you talked to us unless YOU tell them. We won't ask you for testimonials, Google ratings or referrals.
We are really good at keeping secrets. Promise.
Dave
403-605-1429
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