Privacy and Confidentiality

Confidentiality Policy

I maintain the highest level of confidentiality regarding my clients.  I will never reveal any personal information relating to any client, except at the specific request of the client.

Fee-only structure

I charge strictly by the hour, which ensures that I only give advice which is in my clients’ best interests.  My fiduciary responsibility in every instance is solely to my client; I do not recommend any specific insurance or investment products, and do not receive any commissions or other sources of revenue.