Fiduciary | We are fiduciaries. A fiduciary is defined as a person who holds a legal and ethical obligation to act prudently and in the best interests of another person. Make sure that your retirement planning is in the hands of a fiduciary.
A fiduciary has 5 primary responsibilities. Those responsibilities are
- The best interests of their client comes before their own
- To act with utmost good faith
- To provide full and fair disclosure of all material facts
- Not to mislead clients
- To disclose all conflicts of interest
Make sure your retirement planning is someone who adheres to these responsibilities.