Privacy Statement

Your Privacy is Important to Us
MoneyMatters-Asheville highly values your trust and confidence. Please be assured that your personal information is kept completely confidential. Like all providers of personal financial services, tax professionals are required by law to inform clients of their policies regarding privacy of client information.

Types of Nonpublic Personal Information We Collect
The only nonpublic personal information we collect is provided to us by you or obtained with your authorization.

Parties to Whom We Disclose Information
We do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures may include providing information to our employees, or, in limited situations, to unrelated third parties who need that information to assist us in serving you. In all situations, we stress the confidential nature of the information being shared.

Protecting the Confidentiality and Security of Clients' Information
We retain records relating to our professional services to better serve your professional needs and, in some cases, to comply with professional guidelines. In order to protect your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

What if You Become a Former Client?
Should you become an inactive client or should our relationship end, we will continue to protect the confidentiality and security of your personal information in accordance with this privacy policy.

If you have further questions about our policy, please do not hesitate to contact Glenda Larsen at MoneyMatters-Asheville.