Privacy pledge

Etzler Financial Services is committed to safeguarding the confidential information of its clients. Protecting the confidentiality and security of client information has always been an integral part of how we conduct our business.

As you know, we use health and financial information that you provide to us to help you meet your goals while guarding against any real or perceived infringements of your rights of privacy. Our policy with respect to personal information about you is listed below.

• We limit employee access to information only to those who have a business or professional reason for knowing, and only to nonaffiliated parties as permitted by law.
• We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.
• The categories of nonpublic personal information that we collect from a client depend upon the scope of the client engagement. It will include information about your personal finances, information about your health to the extent that it is needed for the planning process, information about transactions between you and third parties, and information from consumer reporting agencies.
• For unaffiliated third parties that require access to your personal information, including financial service companies, we also require strict confidentiality in our agreements with them and expect them to keep this information private. Federal and state regulators also may review firm records as permitted under law.
• We do not provide your personally identifiable information to mailing list vendors or solicitors for any purpose.
• Our goal is to be your foremost employee benefits choice by meeting your needs day to day, year to year, generation to generation.