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We Are Fiduciaries. We Put Your Interests First.

Our first priority is helping you take care of yourself and your family. We want to learn about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication are the cornerstone of our success.

Our foundation is that of a CFP® CERTIFIED FINANCIAL PLANNER™ professional. Unlike some financial advisors, all CFP® professionals are held to a strict standard of fiduciary duty, meaning they must put your financial best interests ahead of their own. Practically speaking, this means they are barred from buying a financial product for a client simply because it pays them a high commission. Fiduciaries have key two duties when managing a beneficiary’s money: duty of care and duty of loyalty. (Source: 

  • Duty of Care. Under the duty of care, fiduciaries must make informed business decisions after reviewing available information with a critical eye. Financial advisors might fulfill this by analyzing comprehensive information about your financial life before making recommendations or plans. Directors of companies, on the other hand, might consult industry experts and maintain detailed records and best practices for the company.
  • Duty of Loyalty. To abide by the duty of loyalty, fiduciaries must not have any undisclosed economic or personal conflict of interest. They cannot use their position to further their private interests. Fiduciary financial advisors might adhere to the duty of loyalty by disclosing any recommendations they’ll receive a commission on.

Financial advisors who are fiduciaries must act in the best interest of their clients, offering the lowest cost financial solutions to fit their clients’ needs. But, it’s important to note, not all financial advisors are fiduciaries. Anyone can legally call themselves a financial advisor and provide financial advice, making it particularly important you know what standard the person managing your money holds themselves to. Only fiduciary financial advisors have to place your best interest over theirs, though. Fiduciaries’ recommendations must consider your overall financial situation carefully, and they must offer the most economical solutions with the best performance. 

What is the Certified Financial Planner<sup>TM</sup> Certification?

What is the Certified Financial PlannerTM Certification?

This brochure is designed to help CFP® professionals educate current and prospective clients about the importance of financial planning and the benefits of working with a CFP® professional.

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Ethical Duties of CFP<a href="" target="" data-mce-href=""></a>&#174;&#160;<a href="" target="" data-mce-href=""></a>Professionals Brochure

Ethical Duties of CFP® Professionals Brochure

This brochure helps clients understand the ethical duties of CFP® professionals under CFP Board’s Code of Ethics and Standards of Conduct.

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Kiplinger's Special Report: How to Get the Financial Advice That's Right for You

Kiplinger's Special Report: How to Get the Financial Advice That's Right for You

This special report for investors from Kiplinger’s features a message from CFP Board’s CEO, and a collection of articles about the value of financial planning and the importance of working with an advisor who holds CFP® certification.

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