Foster Thornton Estate Administration in San Diego County by Foster Thornton LLC Foster Thornton
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PRIVACY STATEMENT

At Foster Thornton LLC, we understand maintaining the confidentiality of your personal financial records is very important to you. Since our founding, we have respected our clients’ privacy wishes. Our privacy policy is described below.

INFORMATION WE COLLECT
In order to serve your financial, business, and personal needs, we collect and maintain nonpublic personal information from you from the following sources:

Information we receive from you, both in writing and orally;

Information about your transactions with us, service providers and others; and

Information we generate in connection with bookkeeping, tax preparation, bill paying, and similar services we perform on your behalf.

INFORMATION WE SHARE
We do not disclose nonpublic personal information about our clients to anyone without the client’s prior written approval. We restrict access to nonpublic personal information about you which we have acquired or compiled to access on a need to know basis, limited to our employees and to independent professional advisors who may require that information to provide the services to you for which you have contracted with us. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information. Your personal information is stored in a secure space or on a secure computer. When your personal information is no longer needed, it is shredded before being recycled, or erased or destroyed, as appropriate. We also exercise appropriate due diligence in selecting and monitoring our service providers to ensure that the service providers also implement appropriate security measures with respect to the information they may access through Foster Thornton LLC.