Privacy Policy
Schwartz Financial Associates
Privacy Policy
Schwartz Financial Associates like all providers of personal
financial services, are now required by law to inform their
clients of their policies regarding privacy of client information.
Schwartz Financial Associates has been and continue to be bound
by professional standards of confidentiality that are even more
stringent than those required by law. Therefore, we have always
protected your right to privacy.
Types of Nonpublic Personal Information We Collect:
We collect and use the information to the extent needed to
conduct our business and to meet high quality service standards.
We restrict access to the information to authorized individuals
who need to know this information to provide service and products
to you.
We will verify that any persons requesting information about
you or your relationship with us is entitled to such information
prior to providing it. For example, we may give information
to heirs/beneficiaries concerning the existence and amount of
life insurance, annuity contracts, and investment accounts following
receipt of notice of the death of a client.
Parties to Whom We Disclose Information:
For current and former clients, we do not disclose any nonpublic
personal information obtained in the course of our practice
except as required or permitted by law. Permitted disclosures
include, for instance, providing information to our employees
and, in limited situations, to unrelated third parties who need
to know that information to assist us in providing services
to you. In all such situations, we stress the confidential nature
of information being shared.
Protecting the Confidentiality and Security of Current and
Former Clients’ Information:
We retain records relating to professional services that we
provide so that we are better able to assist you with your professional
needs and, in some cases, to comply with professional guidelines.
In order to guard your nonpublic personal information, we maintain
physical, electronic, and procedural safeguards that comply
with our professional standards.
If we change our privacy practices, we will provide you notice
of all material changes. This privacy notice supercedes all
previous notices with respect to matters described herein.
It is our goal to ensure that all the information we collect
is accurate and complete. We will work with you to correct any
inaccurate information once you notify us of an error.
Tamara S. Kukainis, CFP
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