Our Commitment to Privacy: Our primary client goal is to earn your trust while offering you the best available investments and services. We value you as a client and we respect your right to privacy. We provide a full range of investment and insurance services. As a result, the information we collect from you depends on how we work with you and what services you choose but we always maintain physical and procedural safeguards to guard your non-public personal information. (A copy of our Privacy Policy is available here.)