Saffold, Beckham & Giovannoni, Inc.
Accountants & Enrolled Agents
Greater Brevard Indian River Accounting, LLC
Washingtonian Group Companies
Annual Privacy Disclosure Statement - Complete Privacy
Under the Gramm-Leach-Bliley Act of 1999, financial institutions must provide their customers with a
"clear and conspicuous" notice about their privacy policies and practices; the conditions under which they disclose nonpublic personal information about consumers to nonaffiliated third parties; and how
consumers can prevent the disclosure of their information. You already may have received such notices
from the banks and brokerage firms with which you do business.
Following the passage of this legislation, the Federal Trade Commission (FTC) issued detailed rules on
these privacy notices, including to whom they should apply. In those rules, the FTC defined "financial
institutions" to include all those who provide "financial or investment advisory services." In turn, the FTC
rules chose to broadly interpret "financial or investment advisory activities" to cover "tax planning and
tax preparation."
In compliance with the FTC rules, printed below is our firm's current Privacy Disclosure Statement. Be
assured that this firm has always considered our professional relationship with you to be one requiring the utmost trust and confidence. In order to provide you with comprehensive tax and financial planning
information, we from time to time share some of your personal data with other service providers who may be able to assist you with your overall tax and financial plans. We consider this information-sharing to form a valuable part of the services that you are able to provide to you. If you do not wish this
information-sharing to continue for whatever reason, please contact us and we will make arrangements to comply with your request. Please do not hesitate to call me if you have any questions whatsoever about this notice.
PRIVACY DISCLOSURE
We do not disclose any nonpublic personal information about our clients or former clients, without their
permission, to anyone except: (1) as absolutely required by law, (2) as needed by our employees to
provide services or products to you, and (3) to financial service providers, such as mortgage bankers,
securities broker-dealers, and insurance agents, as we, in our judgment, deem may be worthwhile to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
If you have any concerns about the disclosure of your personal information to third parties, or wish to
stop any disclosure that has been noted, above, you may call the following numbers (386) 428-9584 or
(386) 428-7308 or (321) 951-2681 write to Saffold, Beckham & Giovannoni, Inc. at Post Office Box 658,
Edgewater, Florida 32132-0658 or Greater Brevard Indian River Accounting, LLC at Post Office Box
778, Edgewater, Florida 32132-0778.
Sincerely yours,
Saffold, Beckham & Giovannoni, Inc. & Greater Brevard Indian River Accounting, LLC