By filling out this Discovery client profile, you are providing the data that you enter to a financial services firm that serves clients like you. As a matter of practice, our firm does not sell or share your information with any third parties. We will use the information to respond to you and provide you with a view of your financial condition. If you have any questions, please contact Eddie W. Kramer, CFP(R) at ekramer@ssbtwealth.com or 830.990.7750.