Take a Fresh Approach to Your Financial Future

We understand your concern regarding privacy and confidentiality of your personal information. One of our main goals in working with you is to constantly protect your privacy.

To conduct regular business, we collect information including: your name, address, social security number, date of birth, marital status, income and net worth.

We collect non-public personal information from your income tax returns, applications and other forms. We collect information about your transactions with us, our affiliates, and others.

Ms. Messmer does not share or disclose any non-public personal information about current or former clients, except as permitted or required by law. Information is disclosed as needed to affect transactions and to provide account maintenance or customer services to your account.

Ms. Messmer will internally safeguard your non-public personal information by restricting access to only those employees who provide services to you or those who need access to your information to service your account. She will maintain physical, electronic and procedural safeguards that meet Federal and State standards to guard your non-public personal information.

We safeguard your information by regularly assessing security standards and procedures as a means to protect against unauthorized access to personal information. You can be assured that should you ever decide to terminate your relationship with our firm, your information will continue to be treated according to the privacy policies and practices described in this notice.

Thank you for placing your trust in Ms. Messmer and her company, Christine Messmer, P.C.