Innovative Financial Results
484-680-0745 (m)  610-273-5817 (f) ​
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How I Protect Your Privacy

I collect nonpublic business and personal information from various sources, including:

  • Interviews regarding your financial situation
  • Applications, organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income, and other financial-related data
  • Tax-related documents you provide, such as Forms W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions

I do not disclose any nonpublic personal information about my clients or former clients to anyone, except as requested by my clients or as required by law.

I restrict access to personal information concerning you, except to my employees who need such information in order to provide products or services to you. I maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information. In addition, I use Client Secure Portals and follow the AICPA Tax Section “Best Practices for Keeping Client Data Secure”.

IFR ... Heads-up creative, not heads-down compliance
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