Privacy Policy

We value you as our client, and your privacy is important to us. Please read our
privacy policy below.

We collect nonpublic personal information about you from various sources,
including the following:

* Information we receive from interviews regarding your tax situation;

* Information we receive on applications, organizers, or by other means, such as
your name, address, telephone number, social security number, dependents,
income, and other tax—related data; and

* Information from tax-related documents you provide that are required to
process tax returns, such as Forms W—2, lO99R, lO99—INT and 1099—DIV, and stock
transactions, etc.

We do not disclose any nonpublic personal information about our clients or
former clients to anyone, except as requested by our clients or as required by

We restrict access to nonpublic personal information concerning you, except to
employees who need access to such information in order to provide products or
services to you. We maintain physical, electronic, and procedural safeguards
that comply with federal regulations to guard your nonpublic personal

If you have any questions about our privacy policy, please contact us.

This privacy policy was adopted from Vanderbilt Securities privacy statement.

© 2018 Baker Retirement & Wealth Management, P.C.