Our firm practices and upholds the standards set forth:

Duty of Loyalty to always put the client's best interest first

Duty of Good Faith to treat all clients fairly

Duty of Good Care to exercise the skill of an expert and to only advise in those areas where expert skill level has been obtained

Educate First by providing comprehensive and unbiased education, ensuring clients have a firm grasp of the subject matter prior to making specific suggestions or advice

Holistic Approach consider all aspects and factors that affect a plan prior to making suggestions or advice about any part of a client’s financial plan or circumstance

Full Disclosure by divulging all fees and commissions as well as disclose any conflicts of interest

Comparison of suggested products with detailed explanations of why one is being suggested over the other

Confidentiality by protecting and keeping all client information confidential and securely stored

Professional Practice Management by running our practice with the utmost professionalism use proper documentation and procedures set forth by all relevant governing bodies including the SEC (where applicable) and the DOL

We agree to be audited by the CFF organization to ensure that all the above standards are being met at all times.