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What is a Fiduciary?
I am proud to say that I am a Fiduciary Registered Investment Advisor. So what does that mean?
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A fiduciary is an advisor that is bound both legally and ethically to act in their client's best interests ahead of their own.
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I am bound by a standard known as "prudent person standard of care" requiring me to act first and foremost with the needs of my clients in mind.
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This is an important distinction, and a requirement by many, that offers both you and myself peace of mind when working together.
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You can trust that I have your best interests in mind.
It's the right thing to do.
You're in control
You have many choices when it comes to picking a financial advisor. At times, it can be difficult to determine what separates one advisor from another.
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Many of us appear to offer similar services. I like to focus on the clients I can serve best, instead of serving anyone.
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I fully believe that there is not a singular "right" investment strategy. We all have different needs, strengths, desires and goals. And each of these unique characteristics should be celebrated and understood by your financial professional.
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There are truly caring, thoughtful people in our industry.
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I like to think I'm one of them.
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