Your Privacy is Important to Us
We value your trust and confidence you have placed in us, and we want to assure you that your nonpublic personal information is kept confidential by us. As a Retirement and Income Planning firm, we adhere to the highest level of professional ethical responsibility and obligations to protect the confidentiality of all client information.
This Privacy Policy summarizes for you what nonpublic personal information we collect about you, the limited times when we may share such information with others, how we maintain the nonpublic personal information of former clients, and how we protect the confidentiality and security of such nonpublic personal information.
What Nonpublic Personal Information Do We Collect?
In order to meet your needs in the course of the retirement and income planning services that we provide for you, we collect various types of nonpublic personal information about you from the following sources:
- Information that we receive from you when you meet with us in person, over the phone, by mail or e-mail, through our website, on tax preparation documents or forms that we use in preparing your tax return or in providing other services for you.
Such information may include: Name, Address, Social Security Number and/or Tax Payer Identification Number, Income, Investment and Other Assets, Account Balance(s), medical and personal histories etc.
- Information about your transactions with us or others.
Such information may include: Tax Returns, Financial Statements, Investment Detail, etc.
Is Nonpublic Personal Information Shared with Others?
You may rely on us to protect the nonpublic personal information you have entrusted to us. We do not disclose any nonpublic personal information about you to anyone, except as permitted or required by law.
Importantly, we want to assure you that we will not sell client information to anyone. The privacy of your nonpublic personal information is a priority to us.
How Do We Protect the Confidentiality and Security of Nonpublic Personal Information?
We restrict access to nonpublic personal information about you to those employees who need to know to assist us in providing services to meet your needs. We maintain physical, electronic and procedural safeguards to protect your nonpublic personal information. Information is provided only to those who have a legitimate reason to know.
Our Ongoing Commitment to Your Privacy
We are just as committed to protecting the privacy of our former clients’ nonpublic personal information as we are our current clients’. If you choose to discontinue your relationship with our firm or become an inactive client, you will continue to be protected by the privacy policies and principles described in this policy.
Our Pledge to You
As Retirement and Income Planning specialists, our professional ethical obligations and responsibilities have always demanded the highest regard and duties toward the confidentiality of your nonpublic personal information and the security of your privacy. We will protect your nonpublic personal information, use it appropriately, and accomplish your engagements with us in such a manner as to always maintain your trust and confidence in us.
If you have any questions with regards to this Privacy Policy or if at any time we can be of further help, please call us at 330-836-7800 or write to us at:
Lee Hyder and Associates
1655 W. Market Street
Suite 445
Akron, Ohio 44313
lee@leehyder.com