Marcel V. Kuper
                   CPA - PFS - CFE

500 W Palatine Road - Wheeling,  Illinois 60090 - (847) 215-8630 - Fax: (847) 215-8632

Certified Public Accountant  Personal Financial Specialist Certified Fraud Examiner

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Financial Services Privacy Policy, M.V.Kuper, CPA, PFS, Life Time Planning, Inc., Personal Financial Services Privacy Policies

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M.V.Kuper, CPA, PFS, Life Time Planning, Inc., Personal Financial Services Privacy Policies.

 

 

 

M.V.Kuper, CPA, PFS, Life Time Planning, Inc., Personal Financial Services Privacy Policies.

Privacy Policy

"We do not release any information about you unless you instruct us to do so."

CPA's, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information.  CPA's have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law.  Therefore, we have always protected your right to privacy.

Information Collection

We collect non-public information about you that is provided to us by you or obtained by us with your authorization.

Information Disclosure

For currant and former clients, we do not disclose any non-public personal information obtained in the course of our practice except as required or permitted by law.  Permitted disclosures include for instance, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you.  In all such situations, we stress the confidential nature of information being shared.

Confidentiality and Security

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines.  In order to guard your non-public personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

This Privacy Policy Has Been Brought About By The Gramm-Leach-Bliley Act And The Related Federal Trade Commission Regulations.  This Law Requires Us To Send Our Privacy Policy To Each Of Our Clients By July 1, 2001, And Subsequently Each Year Thereafter Commencing Before January 1, 2003.

Please call if you have any questions, because your privacy, our professional ethics, and the ability provide you with quality financial services are very important to us.

For more information please feel free to browse around our web site.  We are always happy to answer any questions, or to schedule a consultation contact:
Email Us or call us at 847-215-8630.

 

 

 

M.V.Kuper, CPA, PFS, Life Time Planning, Inc., Personal Financial Services Privacy Policies.

M.V.Kuper, CPA, PFS, Life Time Planning, Inc., Personal Financial Services Privacy Policies.

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Financial Services Privacy Policy, M.V.Kuper, CPA, PFS, Life Time Planning, Inc., Personal Financial Services Privacy Policies

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Nothing on this web site should be construed as providing specific financial, investment, insurance, business, tax or legal advice.  You should consult with a CPA, accountant, tax advisor, insurance representative, or legal counsel prior to making such decisions.  We do not collect, sell, trade or distribute any personal information, of visitors to this web site.  If you choose to email Marcel Kuper at Life Time Planning, Inc. for further information, any information you disclose will be treated as confidential.

M.V. Kuper P.C.

500 W Palatine Road Wheeling,  Illinois 60090

(847) 215-8630  Fax: (847) 215-8632

Copyright 2002-2003, M.V. Kuper P.C All Rights Reserved