We recognize our obligation to keep information about you secure and confidential. Federal law also requires us to tell you how we collect, share, and protect your personal information. The Helvey & Associates Privacy Policy covers the collection, use, and disclosure of personal information that may be collected by Helvey & Associates and applies to you until you receive a new Privacy Policy from us. You may review our policy and practices with respect to your personal information at hlv.com/privacy/privacy_policy.html or we will mail you a free copy upon that request if you call us at 800-737-3957. Please take a moment to read the following to learn more about how information is gathered and to whom we disclose the information, and how we safeguard your personal information.


We, Helvey & Associates, Inc, provide this notice to you as required by Federal law. We may collect nonpublic personal information about you as permitted by law from:

Nonpublic personal information may include:

We may disclose nonpublic personal information about you to the extent that it is: (a) specifically directed by you; (b) provided to companies that provide services in administration of your account, but only as permitted by the Gramm-Leach-Bliley Act; and (c) not prohibited by other applicable law, including, but not limited to, the Fair Debt Collection Practices Act.

We restrict access to nonpublic personal information about you to employees who need to know that information to provide services to you. We maintain physical, electronic and procedural safeguards that comply with federal laws to guard your nonpublic personal information. These measures include computer safeguards and secured files and buildings.