The safety and confidentiality of your personal information have utmost importance to NorStar Financial of Plano, LLC (“firm”, “we”, “us”, “our”). We are committed to safeguarding the personal information that you entrusted with us.
We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.
All information about you and your family will be kept in strict confidence. Access to your information is strictly limited to firm personnel who need the information to provide you services. We will not disclose to persons outside the firm any material nonpublic information about you and/or your family, except:
- As required in response to proper legal process, such as a court subpoena.
- As needed to perform the services and authorized by you.
We do not provide your personal information to mailing list vendors or solicitors for any purpose.