Miller Rieke Whitsell & Co.,P.S.

Privacy Statement

The Gramm-Leach-Bliley Privacy Act requires that CPAs and all other personal financial service providers disclose their privacy policies to clients in a written notice.  these policies pertain to non-public personal information about current and former clients.

Of course, as your CPA, Miller Rieke Whitsell & Co.,P.S. has always protected your right to privacy with professional standards that are even more stringent than those required by law.

We collect information provided by you from your tax organizer, worksheets, documents and discussions. In order to assist you with your professional needs and, in some cases, to comply with professional guidelines, we retain records relating to the professional services we provide you. We have rigorous physical, electronic, and procedural safeguards in place to protect these records, and they are accessed internally only on an 'as-needed' basis.

Non-public personal information is never collected without your authorization, and we do not disclose such information to non-affiliates except as required or permitted by law. Permitted disclosures include third parties who assist us in providing services to you. We may, from time to time, share information with our affiliate, Helmsman Financial Group, LLC for professional advisory or marketing purposes in a manner that we are confident does not impinge on your privacy, unless requested otherwise.

Helmsman Financial Group, LLC has released their own Privacy Statement, reproduced here with their permission, in full and without modification.

Helmsman Financial Group, LLC Privacy Statement

As required by the Securities and Exchange Commission and the Federal Trade Commission, the Privacy Policy below explains our handling of the information that we have in our records that is personal and private to you. It reiterates our commitment to keeping that information private.

Information We Collect
In the course of doing business with you, we collect nonpublic information about you from the following sources:

• Information we receive from you on applications or other forms, such as your social security number, personal financial information, occupation, and birth date;

• Information about your transactions with us, our affiliate, or others such as payment history, account balance, assets, and past transactions with us; and

• Information we collect from you through your account inquiries by mail, e-mail, or telephone.

Disclosure of Information to Nonaffiliated Third Parties
We do not disclose any nonpublic personal information about our customers or former customers to any nonaffiliated third parties, except with prior consent or as permitted by law. Disclosures permitted by law include information to our service providers, such as transfer agents, custodians, shareholder communications firms, technology consultants, clearing firms, and certain broker-dealers. As a rule, we only provide this information to those entities whose services are necessary for us to properly fulfill our investment services to you. We only share with these service providers the information they need to provide these services and they are required to use this information only to provide the services.

Security Standards
We maintain physical, electronic, and procedural safeguards to ensure the integrity and confidentiality of your nonpublic personal information in the manner described above.