You likely have heard the term “fiduciary” passed around quite a bit lately, especially in light of the Department of Labor’s proposed new standards. A fiduciary is a person or organization that owes to another the duties of good faith and trust, both ethically and legally.
As your financial advisor, I have accepted the fiduciary duty on your behalf to act in your best interest when it comes to your financial strategy. Because I take this responsibility so seriously, I completed my Accredited Investment Fiduciary (AIF) designation, which provided me an in-depth understanding of the fiduciary standards of excellence. I hold detailed knowledge of the legal and ethical implications of the advisor-client relationship, and apply them each day as I work toward helping you achieve your financial goals.
There’s nothing more important to me than your trust, and I want to stress my commitment to keeping it through transparency, ongoing education, and communication.
As always, if you have any questions or would like to discuss anything further, please feel free to reach out to me.