Proficient Wealth Counselors, LLC maintains physical, electronic, and procedural safeguards that comply with federal standards to protect its clients’ nonpublic personal information (“information”). Through this policy and its underlying procedures, Proficient Wealth Counselors, LLC attempts to secure the confidentiality of customer records and information and protect against anticipated threats or hazards to the security or integrity of customer records and information.

Proficient Wealth Counselors, LLC permits only authorized employees and affiliates who have signed a copy of Proficient Wealth Counselors, LLC Privacy Policy to have access to client information. Employees violating Proficient Wealth Counselors, LLC Privacy Policy will be subject to Proficient Wealth Counselors, LLC disciplinary process. Additionally, whenever Proficient Wealth Counselors, LLC hires other organizations to provide services to Proficient Wealth Counselors, LLC clients, Proficient Wealth Counselors, LLC will require them to sign confidentiality agreements and/or the Privacy Policy.