At Physicians Thrive our customers are our highest priority. As providers of financial products and advisory services that involve the collection of personal – and often sensitive – information, protecting the confidentiality of that information has been, and will continue to be, a top priority for Physicians Thrive. Due to the sensitive nature of this personal information, Physicians Thrive believes that you should know how your information is handled, the measures we have taken to safeguard that information and the situations in which we might share your information with select business partners. Our privacy promise to you is based upon the basic principles of trust, ethics and integrity. We collect and keep only information that is necessary for us to provide services requested by you and to administer your business with us. We may collect non-public personal information;
Physicians Thrive restricts access to your personal and financial information to those instances described below:
Physicians Thrive has instituted security procedures that limit employee access to nonpublic personal information to those with a business reason for knowing such information. We educate our employees so that they will understand the importance of confidentiality and customer privacy. All Physicians Thrive employees are aware of the company’s privacy guidelines and Physicians Thrive will take the appropriate disciplinary measures to enforce customer privacy assurances. Physicians Thrive maintains appropriate security standards and procedures to prevent unauthorized access to customer information and to preserve the integrity of that information. Your business is important to us and we are committed to providing you with quality customer service. If you have any questions, please do not hesitate to call us. We look forward to being of further service.
Check the background of this firm on FINRA’s BrokerCheck.
Physicians Thrive is not an accounting or law firm, and the employees of Physicians Thrive are not acting as your attorney or tax advisor. Services provided by Physicians Thrive are not a substitute for the advice of an attorney or CPA, and by using Physicians Thrive’ services no attorney-client or tax advisor relationship will be created with Physicians Thrive or any of its employees. Please consult with the appropriate professional regarding your individual circumstance.
Physicians Thrive, LLC is not a law firm, and the employees of Physicians Thrive are not acting as your attorney. Services provided by Physicians Thrive are not a substitute for the advice of an attorney, and by using Physicians Thrive’ services no attorney-client relationship will be created with Physicians Thrive or any of its employees.
Physicians Thrive, LLC does not offer tax advice. Please consult the appropriate professional regarding your individual circumstance. While we are not tax professionals, we are financial professionals and consider the tax implications of all of our recommendations.
This material was prepared by Physicians Thrive, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note – investing involves risk, and past performance is no guarantee of future results. The publisher is not engaged in rendering legal, accounting or other professional services. If assistance is needed, the reader is advised to engage the services of a competent professional. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are not illustrative of any particular investment.