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.