Our Promise to You
As a client of Colson Financial Group, Inc., you share both personal and financial information with us. Your privacy is important to us, and we are dedicated to safeguarding your personal and financial information.

Information Provided by Clients
In the normal course of doing business, we typically obtain the following non-public personal information about our clients:

• Personal information regarding our clients’ identity such as name, address, date of birth and social security number;
• Information regarding securities transactions effected by us; and
• Client financial information such as net-worth, assets, income, bank account information and account balances.

How We Manage and Protect Your Personal Information
We will not sell information about current or former clients to third parties, and we will not disclose such information to third parties unless requested to do so by a client or client’s duly authorized legal representative or, if necessary, in order to process a transaction, service an account or as permitted by law. Additionally, we may share information with outside companies that perform administrative services for us. However, our contractual arrangements with these service providers require them to treat your information as strictly confidential.

In order to protect your personal information, we maintain physical, electronic and procedural safeguards to protect your personal information. Our Privacy Policy restricts the use of client information and requires that it be held in strict confidence.

Client Notifications
We are required by law to annually provide a notice describing our privacy policy. In addition, we will inform you promptly if there are changes to our policy.

Links
This web site contains links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.

Please do not hesitate to contact us with questions about this notice. THANK YOU!