Is your financial planning guidance held to a fiduciary standard of care?

Yes. All financial planners whose service models include advice pertaining to investment management and securities are held to a fiduciary standard of conduct as described in the Investment Advisers Act of 1940.  This standard includes an obligation to place the client’s interest above those of the financial planner, to disclose potential conflicts of interest and avoid them where possible, and to clearly present all material facts.  We take our fiduciary responsbility extremely seriously.  Our clients' interest come first at all times.  We do not sell andy products.  We sell financial planning advice as a service.  For more detailed insight, prospective clients are encourage to read our Services Agreement, our Customer Relationship Summary (SEC Form CRS) and our plain English customer disclosure (SEC Form ADV, Parts 2A & 2B).  The documents may be found at the bottom of our website and on our Pricing page.