Privacy Policy

We at Personal Financial Administrators respect our clients' privacy and are dedicated to safeguarding their confidential information. We appreciate that our clients have entrusted their private and personal financial information to us. We have developed this privacy policy to explain how we may collect information from our clients and how we may use that information.

We collect personal financial information from what the clients provide us as well as from other advisors associated with the client who are authorized by the client to provide us information.

Only in the following situations would we disclose any private and personal information about the client to anyone:

When required by law
When clients have authorized us to do so in writing
When providing the services clients have requested

Please be aware the web and emails are not absolutely safe and secure against intrusion. If you do not agree with the terms of this privacy policy, then you should not use our website or submit any personal information to Personal Financial Administrators via email.