Tax Express

Beacon Financial Services

Beacon College Planning, LLC

 

Privacy Statement

 

 We do not disclose any non-public personal information about our clients or former clients to anyone, except as instructed to do so by such clients or as required by law. We restrict access to non-public personal information to those professionals necessary to prepare the client's tax return, insurance or investment plan*, or college planning reports. We maintain physical, electronic, and procedural safeguards to guard your non-public personal information.

 

 

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