We would like to take this opportunity to share with you our policy regarding the handling of your private financial information. This is obviously a topic near and dear to everyone, and we think you should know how we handle this sensitive area.

In short, it is our firm’s policy to not disclose any information whatsoever about any of our clients to any other client, prospective client or any outside party. There are only two exceptions to this rule. We must disclose any information required on any valid court-issued subpoena, and secondly, we would disclose any information that you previously authorize us to release.

Of course, within our firm, various individuals will have access to your information. These would include the officers of the corporation, your account executive and any administrative assistant working for your account executive or for an officer of the corporation.

We will not publish, share, or sell your email address in any way. We hate spam just as much as you do and will not spam your email. We may occasionally send you emails about Economic Commentaries, educational videos, blog posts or company updates. However, you will always have the option to opt-out of such email.

In policing this policy, all employees sign an agreement acknowledging that they are aware of and will abide by this policy. The violation of this policy is grounds for immediate termination.

Cookies And Other Tracking Methods

Cookies are small pieces of information stored on your computer. We may use cookies or, in a limited number of cases, IP addresses for a number of reasons. Cookies allow us to better understand how users use our site and can help us to tailor our Web site or a marketing message to better match your needs and interests. Cookies can also help you remember your user name and password on protected areas of Web sites. You are always free to decline our cookies if your browser permits, but some parts of our site may not work properly if you do.

This website uses Google Analytics, a web analytics service provided by Google, Inc. (“Google”). Google Analytics uses cookies. The information generated by the cookie about your use of the website (including your IP address) will be transmitted to and stored by Google on servers in the United States. Google will use this information for the purpose of evaluating your use of the website, compiling reports on website activity for website operators, and providing other services relating to website activity and internet usage. Google may use the data collected to contextualize and personalize the ads of its own advertising network. Google also may transfer this information to third parties where required to do so by law, or where such third parties process the information on Google’s behalf. Google will not associate your IP address with any other data held by Google. You may refuse the use of cookies by selecting the appropriate settings on your browser, however please note that if you do this you may not be able to use the full functionality of this website. By using this website, you consent to the processing of data about you by Google in the manner and for the purposes set out above. Find Google’s privacy policy here.

Among the information that we collect and guard jealously is information regarding your financial situation, tax issues, portfolio balances and structure, risk management, business interests and family situation. We realize how personal this information is, and that in this day and age of electronic prying people are concerned about maintaining their privacy.

We trust that you share our belief that our policy adequately protects your information. Once again, we thank you for your faith in First Financial Consulting.


Gregory J. Welborn
Managing Principal