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Allen Pritchett & Bassett, LLP and its affiliate, APB Wealthcare Advisors, LLP, are dedicated to serving our clients with the utmost efficiency and convenience. Each company has specific areas of expertise, but they work in cooperation to fulfill our clients' overall financial needs. We collect only the information that is required to provide you with the highest quality professional services or that we are required to collect by law and regulation. We maintain strict security procedures to protect the information that we collect. We collect nonpublic personal information about you from the following sources: information that is provided to us by you, obtained by us with your authorization, and information about your transactions with us, our affiliates, or others. We maintain both physical and electronic safeguards in accordance with federal law and regulatory standards. For current and formal 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. Our clients clearly benefit from information shared within Allen Pritchett & Bassett, LLP and our affiliate, APB Wealthcare Advisors, LLP. We believe that it is important to have the ability to share this information, but only if and when necessary. This type of information sharing about your accounts enables us to serve you more effectively, and also makes it easier and more efficient for you to do business with us. If you do not want us to share information about you within our corporate family please notify us. Protecting your privacy is an ongoing process. As technology continues to advance, we will continue to evaluate our security standards and procedures in order to protect your information with the best available means. Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.