Privacy Policy & Disclaimer

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Disclaimer Text

Thompson & Associates and its agents are acting solely as planners for nonprofit organizations. In their capacity as planners for the clients, Thompson & Associates does not represent to give legal, accounting, or tax advice. Before executing any binding document, clients should seek independent legal, accounting, or tax advice.

Privacy Policy

Thompson & Associates and it agents will not disclose or share any financial or other confidential information except with the approval of our clients.