Our
Fiduciary
Standard
As a Licensed Fiduciary, we are legally bound to serve
ONLY your best financial interests.
Under the fiduciary standard, we have a legal obligation to put your best interests ahead of our own when making investment recommendations. That means choosing the investments that best align with your objectives, and transparently sharing all critical information with you.
Under the fiduciary standard:
- We work for and represent you (i.e. we don’t work for anyone telling us to “sell” any particular investment or product to you).
- We are transparent with all fees, costs and expenses.
- We disclose and explain any and all conflicts of interest.
- We do NOT push products.
- We do NOT act like financial salespeople.
- We take the time to understand your unique financial position before making any recommendations.
- We take the time to create an individualized and customized comprehensive retirement financial plan that accomplishes your goals.
