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; i) put the interests of the client first; ii) to act with utmost good faith; iii) to provide full and fair disclosure of all material facts; iv) not to mislead clients; and v) to expose all conflicts of interest to clients. Make sure your retirement planning is someone who adheres to these responsibilities.