Are you a fiduciary?

A fiduciary is a person or organization that acts on behalf of another person to manage assets. A fiduciary owes to the other person the duties of good faith and trust. A proper fiduciary seeks to avoid conflicts of interest. They also disclose all facts material to the relationship. If a potential conflict may interfere with a professional's fiduciary duty to a client, the relationship should not be entered into.

Ready to Discuss Your Financial Goals?

Let's Set Up Your Free, No Obligation Consultation