MY FIDUCIARY PLEDGE

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I have proudly achieved the formal Certified Financial Fiduciary® designation from the NACFF.  You will find my profile on their secure website.

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 clients. I pledge to consistently act as a legitimate, professional financial fiduciary.

In advance, I will provide full transparency and 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.