Koehler
Financial Services, Inc.
Online Privacy Statement
How do we use, share and secure
personal information that we collect about you in the normal course of
transacting your business? We don't sell information about our
clients to anyone. We won't ask you to opt in or out of anything,
because we will only use your information to fulfill our commitment to
you. In order to meet the requirements of the Gramm-Leach-Bliley
Act of 1999, we want to ensure that you are aware of the privacy policy
of Koehler Financial Services, Inc. We
are required to send this notice to you annually. We collect
nonpublic personal information about you from the following sources:
Information we receive from you on applications, tax preparation
organizers, worksheets, and other documents used in tax preparation or
providing financial services, or other forms; Information about your
transactions with us, our affiliates, or others; and Information we
receive from a consumer-reporting agency. We do not disclose any
nonpublic personal information about our customers to anyone, except as
permitted by law. We restrict access to nonpublic personal
information about you to members of our firm who need to know that
information to provide services to you. We maintain physical,
electronic, and procedural safeguards that comply with federal
regulations to guard your nonpublic personal information. Trust
and confidentiality are qualities we value and respect.
What should you know about e-mail?
We recommend that you not send us any individual personal information
via nonsecure methods of communication, including via public electronic
communication channels, such as Internet e-mail, which are generally not
secure.
How
do we use cookies?
We do not use cookies.
Whom should you contact if you have questions about this Online Privacy
Statement?
If you have any questions regarding our Privacy Statement, or our
privacy-related practices, please contact us by
e-mail at 
Erica@Koehlerfinancial.com
or by phone at 1.800.347.0650. You can also contact us
by mail at:
Koehler Financial Services, Inc.
5764 James Drive
Stevensville, MI 49127
As always, if you are a Koehler Financial Services, Inc. client, your
Financial Advisor or other Koehler Financial Services, Inc.
representative is available to assist and direct you.