February 25, 2020 National Fiduciary Day

February 25, 2020
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Cheers to all of my Accredited Investment Fiduciary® and CERTIFIED FINANCIAL PLANNER® colleagues. We celebrate National Fiduciary Day today and every day by putting our client’s interests ahead of our own.

What is a Fiduciary Financial Advisor?  It is an advisor who:

  • Seeks the best prices and terms for each client.
  • Acts in good faith and provides all relevant facts to clients.
  • Avoids conflicts of interest and discloses any potential conflicts of interest to clients.
  • Does their best to ensure the advice they provide is accurate and thorough.
  • Educates themselves on best fiduciary practices on an ongoing basis.

 Not all financial advisors are fiduciaries. Clients deserve advisors that work in their best interest.

 Happy National Fiduciary Day!