What is a Fiduciary?

A fiduciary is bound by federal and state laws to put client interests first. The committee for Fiduciary Standard outlines five fiduciary principles: 

• A fiduciary always puts the client’s interest first.

• A fiduciary acts with prudence, skill, care, diligence, and good judgment of a professional.

• A fiduciary will not mislead the client and provides conspicuous, full, and fair disclosure of all important facts. 

• A fiduciary avoids conflicts of interest.

• A fiduciary fully disclose any unavoidable conflicts and fairly manages them in client’s

How we can help

We offer a variety of retirement planning services to help you meet your long and short -term needs. We will help you adjust your plan as your needs change. We also provide help signing up for Medicare, Social Security, and supplemental insurance plans. 

What's an Independent RIA? 

A Registered Investment Advisor (RIA) is a person who gives investment advice. Federal and state regulations say that Registered Investment Advisors have a fiduciary duty, a code of ethics that guides all business dealings with their clients. This means they must always act in their clients’ best interests. 

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Independent Registered Investment Advisors are bound by the fiduciary standard. Like the golden rule, they must give advice as if that advice were for themselves. 

Peace of Mind

Our goal is to help you achieve the retirement of your dreams, creating a balanced portfolio that will last the duration of your retirement.