PRIVACY DISCLOSURE DOCUMENT

Consolidated Financial Management Group, LLC’s primary client goal is to protect your privacy.

To conduct regular business, we may collect nonpublic personal information from sources such as:

• Information reported by you on applications or other forms you provide to us

However, Consolidated Financial Management Group, LLC does not share or disclose any
nonpublic personal information about its current or former customers unless we are asked to do so
by our clients, except as permitted by law. All information will remain confidential.

Information Safeguarding
Consolidated Financial Management Group, LLC will internally safeguard your nonpublic personal
information by restricting access to only those employees who provide products or services to you
or those who need access to your information to service your account. In addition, we will maintain
physical, electronic and procedural safeguards that meet federal and/or state standards to guard
your nonpublic personal information.