Privacy Statement

Austin Financial Group LLC created this privacy statement in order for you to know how we collect and use your personal information. We will continue to recognize the importance of maintaining the confidentiality of information provided to us by our clients.

Acquisition of Client Information

We collect the following nonpublic personal information:

• Information we receive from you and your employees on applications or other forms
• Information we receive about you regarding your transactions with us or with other companies who are providing a service you requested through Austin Financial Group LLC

Disclosure of Client Information

It is the policy of Austin Financial Group LLC never to disclose our clients’ nonpublic personal information except as required for purposes of providing the services specifically requested by our clients. All nonpublic personal information collected by Austin Financial Group LLC is only disclosed to the following sources:

• Employees of Austin Financial Group LLC who require the information in order to fulfill a service requested by the client.
• Other companies who require the information in order to fulfill a service requested by the client.
• Any other sources with which the law permits or requires us to share your information.

Confidentiality and Security

Austin Financial Group LLC uses strict standards of security and confidentiality to protect your nonpublic personal information. We maintain physical, electronic, and procedural safeguards that comply with federal and state regulations to keep your nonpublic personal information safe.

Former Clients

If, for any reason, your relationship with Austin Financial Group LLC ends, we will continue to safeguard your nonpublic personal information.