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Why Selecting a Fiduciary Advisor is Important

Not all financial advisors are held to the same standards and requirements. Selecting a financial advisor who is a fiduciary means that he or she will always be working in your best interest. A fiduciary is held to the highest duty known to law and the highest standard of care.

The primary responsibilities and duties of a fiduciary are:

Duty of Care

Duty of Loyalty

As a result, this is what you can expect as my client:

An ongoing relationship to continue to monitor your assets

Sound advice that has been carefully developed and is in your best interest

Your needs will always be put first


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