It is my duty and proclaimed oath to pledge and exercise my best efforts to always act in good faith and in the best interests of my client. I pledge to consistently act as a legitimate, professional financial fiduciary.
In advance, I will provide written disclosure of any conflicts of interest which could reasonably compromise the impartiality of my advice.
I will disclose any & all fees I receive as a result of any transaction, or with regard to referrals from or to any other professional for any specified reason.
In the important practice of financial advice, I believe the fiduciary duty rule is good for business, good for my industry, good for our communities, and good for my client's futures.