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Privacy Policy

You are safe with us...

Data Collection & Why


Certain non-public personal information is collected from you or obtained with your authorization. This information is necessary to complete any financial service and to maintain the client relationship. For current and former clients, A³ Financial does not disclose any non-public personal information obtained in the course of practice except as required or permitted by law. Permitted disclosures include providing information to employees, and in limited situations, to unrelated third parties who need the information to assist in providing services to you. In all such situations, the confidential nature of this information is communicated. Records of your non-public personal information are retained. The purpose of this record retention is to comply with established guidelines, expedite service requests, and to facilitate completion of service. To protect the privacy of your non-public personal information, physical, electronic, & procedural safeguards are maintained in compliance with applicable standards.  


Sharing your Data

A³ Financial does not share personal information with anyone, regardless of the situation without your prior express written consent, except as permitted by law and as described below. The law permits disclosure in certain circumstances, such as if we must share information to protect against fraud or to protect against credit risk, in response to a court subpoena, and sharing with others who may be assisting us in compliance with professional standards or who assist us in providing tax preparation and other services to you.



A³ Financial has in place reasonable standards of technology and operational security to protect your personal information from loss, misuse and unauthorized access, disclosure, alteration or destruction. Only authorized personnel, with appropriate awareness of privacy obligations, are provided access to your personal information.

Data Retention

Currently, A³ Financial keeps all records indefinitely. This standard allows to always assist you in accessing files you may not otherwise know where they are. At a minimum, we vow to keep all records for a minimum of seven (7) years.

Full Privacy Policy

Contact us to see our full and complete privacy policy.

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