Gallagher, Flynn & Company, LLP Customer Information Privacy Policy
At Gallagher Flynn & Company, we have always been committed to maintaining the confidentiality, integrity and security of personal information entrusted to us by you, our client. So, when you provide personal information to us, we want you to be aware of our policies to protect the confidentiality of that information.

The following information summarizes the privacy policy of Gallagher, Flynn & Company, LLP.

We collect nonpublic personal information about you for the purpose of offering or furnishing our products and services to you. The types of information we may collect include:

•	Information we receive from you on applications or other forms, such as your name, address, Social Security number, assets, liabilities, and income.
•	Information about your financial, investment and tax background, including your transactions with us and our affiliated companies.
•	Information you may authorize us to obtain from others, such as consumer credit and medical information.

Generally speaking, we do not disclose any personal information about our clients to anyone, consistent with our professional confidentiality obligations. We may disclose such information to unrelated third parties who need to know that information to assist us in providing services to you. Also, we may be required to disclose such information, by court or other government order.

Otherwise we share personal information about you with third parties only as allowed by law and the professional Code of Ethics for Certified Public Accountants.

We are committed to maintaining the confidentiality, integrity and security of personal information we have about you. To meet that commitment, we maintain policies, procedures and safeguards to protect the information we collect about you and we limit how that information is shared in accordance with the policies described above. And because we already limit the sharing of your nonpublic personal information as outlined above, no action is necessary on your part.

If we change our privacy policy and practices we will provide written notice to you.

Gallagher, Flynn Financial Advisors, LLC Customer Information Privacy Policy
At Gallagher Flynn Financial Advisors, we have always been committed to maintaining the confidentiality, integrity and security of personal information entrusted to us by you, our client. So, when you provide personal information to us, we want you to be aware of our policies to protect the confidentiality of that information.

The following information summarizes the privacy policy of Gallagher, Flynn Financial Advisors, LLC.

We collect nonpublic personal information about you for the purpose of offering or furnishing our products and services to you. The types of information we may collect include:

•	Information we receive from you on applications or other forms, such as your name, address, Social Security number, assets and income.
•	Information about your financial, tax and investment profile including your transactions with our affiliated companies and us.
•	Information you may authorize us to obtain from others, such as consumer credit and medical information.

Client information may be shared among our affiliated companies to provide you with better service, to inform you about the services offered through our affiliated companies, to determine your eligibility to participate in other products and services offered through our affiliated companies, or to improve the products and services offered through our affiliated companies. Access to your nonpublic information is restricted to those employees who need to know that information to provide you with the products and services we and our affiliates offer.

Gallagher Flynn Financial Advisors may share personal information with companies external to Gallagher Flynn Financial Advisors to complete a transaction you have requested or to help us service your account. We may also share information with other financial service providers with which we have a joint marketing agreement. We are highly selective in choosing these companies. All companies with which we do business are contractually obligated to comply with strict standards regarding security and confidentiality, and the information can be used only for the sole purpose of providing the service we have requested the company to perform.

We are committed to maintaining the confidentiality, integrity and security of personal information we have about you. To meet that commitment, we maintain policies, procedures and safeguards to protect the information we collect about you and we limit how that information is shared in accordance with the policies described above. And because we already limit the sharing of your nonpublic personal information as outlined above, no action is necessary on your part.

If we change our privacy policy and practices we will provide written notice to you.