PRIVACY POLICY
Oak Solutions, Inc. values its relationship with our clients. Protecting the privacy of information we have about you is of great importance to us. We want you to understand how we protect the confidentiality of that information as well as how and why we use and disclose it. The following provides details of our practices and procedures for protecting the security of personal information.

INFORMATION WE COLLECT
The information we collect about you will vary depending on the nature of the information we receive from you such as name, address, age, phone number, social security number, finances, assets, income, employer, third party information and any other information collected in order to perform the services you request or to prepare related financial information.

INFORMATION WE DISCLOSE
We do not disclose any personal information to anyone without your prior consent except as it is necessary in order to provide our services or otherwise as we are required or permitted by law.

CONFIDENTIALITY AND SECURITY
We restrict access to personal information to our employees, or others who need to know that information to service your account. Our employees are trained and required to maintain our privacy policies. We maintain physical, electronic, and procedural safeguards to protect personal information.