+ What is a Fiduciary and are you one?
Yes, we are held to a FIDUCIARY STANDARD which means we offer financial and investment advice that is in the best interest of the client. We are required to disclose material conflicts of interest and act in an ethical manner in all business dealings. It sounds basic but not all financial professionals work as a fiduciary. We do. A financial advisor who isn't a fiduciary may recommend products for which they receive a commission for.
