PRIVACY STATEMENT

At Hayden & Ross, P.A. and Hayden & Ross Financial Advisors, P.A., establishing a good, close working relationship with each of you is very important to us. We strive to understand your business, your personal financial goals – a little about your dreams – in order to provide you with the best possible advice. We are committed to forming personal, individualized relationships with our clients, guaranteeing a service that is effective and highly responsive to your needs.

As accounting, consulting and investing professionals, we are entrusted with sensitive personal and financial information. We greatly respect the privacy of this information and are committed to treating this information responsibly. Following is our Client Information Privacy Statement, which serves as a standard for all employees of Hayden & Ross, P.A. and Hayden & Ross Financial Advisors, P.A. in dealing with the collection, use, retention and security of client information.

INFORMATION WE COLLECT

• Information we receive from you for services rendered;
• Information about your transactions with us or others; and
• Information we receive from a consumer-reporting agency.

INFORMATION WE DISCLOSE

• Hayden & Ross, P.A. and Hayden & Ross Financial Advisors, P.A. does not disclose any non-public personal information about our clients or former clients to anyone, except as permitted by law.

PARTIES TO WHOM WE DISCLOSE

• We do not share such information with third parties, except when necessary to complete transactions at your request;
• Finally, we will release information about you if you direct us to do so, if we are compelled by law to do so, or in other legally limited circumstances (for example to protect you from fraud).

PROVIDING AND PROTECTING YOUR PRIVACY

• As a valued client, we want you to understand not only how we use the information you provide, but for you to understand our commitment to ensuring your personal privacy. If you have any questions about how Hayden & Ross, P.A. or Hayden & Ross Financial Advisors, P.A. protect your confidential information, please call us or contact us via e-mail.
• When we at Hayden & Ross, P.A. and Hayden & Ross Financial Advisors, P.A. conduct business with third parties, we require our vendors, suppliers and associates to maintain similar standards of conduct regarding the privacy of personally identifiable customer information provided to them

CONFIDENTIALITY AND SECURITY

• Hayden & Ross, P.A. and Hayden & Ross Financial Advisors, P.A. are committed to the security of your financial and personal information. All of our data processing systems are in a secure environment that protects your account information from third parties. We maintain and grant access to customer information only in accordance with our internal security standards.
• Employee access to personally identifiable customer information is limited to those with a business reason to know such information. We educate our employees on the importance of maintaining the confidentiality of customer information. Because of the importance of these issues, our employees are responsible for the confidentiality of this information, and employees violating our privacy policies will be subject to disciplinary measures.
• As required by federal law, we will notify you of our privacy policy annually.

INFORMATION AVAILABLE UPON REQUEST

• Hayden & Ross Financial Advisors, P.A. will provide Form ADV Part II annually upon your request.

Thank you for allowing us to serve your accounting, tax, investing, and financial planning needs. We value your business and are committed to protecting your privacy. We hope you view our firm as your most trusted adviser and we will work to continue earning your trust. Please call us if you have any questions or if we can be of further service.

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