Privacy Notice

This notice is being provided to you in accordance with the Securities and Exchange

Commission’s rule regarding the privacy of consumer financial information (“Regulation S-P”). Please

take the time to read and understand the privacy policies and procedures that we have implemented to

safeguard your nonpublic personal information.

INFORMATION WE COLLECT

LANE BRIDGERS ASSOCIATES, LLC D/BA OF LANE BRIDGERS SCHILL must collect

certain personally identifiable financial information about its clients to ensure that it offers the highest

quality financial services and products. The personally identifiable financial information which we gather

during the normal course of doing business with you may include:

  1. information we receive from you on applications or other forms;
  2. information about your transactions with us, our affiliates, or others;
  3. information collected through an Internet “cookie” (an information collecting device from a web server); and
  4. information we receive from a consumer reporting agency.

INFORMATION WE DISCLOSE

We do not disclose any nonpublic personal information about our clients or former clients to

anyone, except as permitted by law. We do not disclose your personal information to any third party for

the purpose of allowing that party to market other products to you. In accordance with Section 248.13 of

Regulation S-P, we may disclose all of the information we collect, as described above, to certain

nonaffiliated third parties such as attorneys, accountants, auditors and persons or entities that are

assessing our compliance with industry standards. We enter into contractual agreements with all

nonaffiliated third parties that prohibit such third parties from disclosing or using the information other

than to carry out the purposes for which we disclose the information.

CONFIDENTIALITY AND SECURITY

We restrict access to nonpublic personal information about you to those employees who need to

know that information to provide financial products or services to you. We maintain physical, electronic,

and procedural safeguards that comply with federal standards to guard your nonpublic personal

information.