Privacy Policy
PM Group And Your Personal Information
Because you are a valued client of our association we are committed to protecting your personal information. We want you to understand what information we collect, how we collect it, how it is used and the steps we take to protect your information.
Why We Collect And How We Use Information
To serve you and manage your finances it is important that The PM Group collect and maintain accurate personal information about you. Information we collect is used to create financial statements, reconcile accounts, determine taxes and to inform you of state and federal issues that will affect you and your practice.
How We Collect Information
The PM Group obtained your information from you or your office staff and through dealings with us. This information includes;
Name and Address
Social Security number
Telephone Number
Age
Date of Birth
Occupation and occupational duties
Financial data
How We Protect Information
The PM Group does not sell information about our clients to third parties. Nor do we share such information, except at your request or what may be required by law. Our employees are required to protect the confidentiality of information. We maintain strict physical safeguards to protect your personal information. If we need to verify information or need additional information, you will be contacted directly. For The PM Group to release your personal information, we must have authorization from you.
We Will Keep You Informed
As required by federal law, we are notifying you of our privacy policy. We reserve the right to modify this policy at any time, but rest assured that if we do change it, we will notify you promptly.
Our Commitment To You
As a PM Group client, you have entrusted to our care your personal information. We recognize that your relationship with us is based on trust, and that you expect us to act responsibly in your best interest. The PM Group has never shared client personal information without authorization.