All personal financial services providers are required by Congress’ passage of the Gramm Leach-Bliley (GLB) Act to inform their clients of their policies regarding privacy of client information.  We have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law.  PK Financial Strategies, LLC has always been committed to maintaining our client’s confidentiality.

NONPUBLIC PERSONAL INFORMATION WE MAY COLLECT

We collect and use information we believe is necessary to administer our business, to advise you about our products and services, and to   provide you with client service.  The types of information we may collect and how we gather it are as follows:
• From you, on applications, worksheets, or on other documents we use in providing financial services, or other forms, and through telephone or in-person interviews, such as your name, address, social security number, and    income.
• From Non-PK Financial Strategies companies, such as your mortgage company, banks, insurance agencies, and employers.
 
PARTIES TO WHOM WE DISCLOSE INFORMATION
We may share information about our transactions and experiences with you within our Price Kong family of companies and with Price Kong affiliates to better serve you and to assist in meeting your current product and service needs.  We may also disclose client  information about you to persons or organizations inside or outside our family of companies as permitted or required by law, including companies that perform marketing services for us or with whom we have joint marketing agreements.   These agreements allow us to provide a broader selection of insurance and financial products to you today and are strictly on a need-to-know basis.

WE DO NOT SELL CLIENT
INFORMATION UNDER
ANY CIRCUMSTANCES

PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND FORMER CLIENT 
INFORMATION

We retain records relating to financial services that we provide so that we are better able to assist you with your financial needs and, in some cases, to comply with federal and State regulations.  In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our strict professional standards.

SPECIAL NOTICE REGARDING THE SHARING OF CERTAIN INFORMATION WITHIN THE PRICE KONG FAMILY OF COMPANIES

PK Financial Strategies, LLC is an affiliate of Price Kong & Co, CPAs, P.A. and the Price Kong family of companies.  As such, we may share information about you within the Price Kong family of companies in order to enhance our level of service to you.

Your privacy, our professional ethics, and the ability to provide you with the highest quality financial services are very important to us.  If you have any questions or concerns you would like to discuss, please call us.

The Price Kong family of companies are represented by:
PRICE KONG & CO., CPA’S, P.A.
PK TECHNOLOGIES, LLC
And
PK FINANCIAL STRATEGIES, LLC