We are a fiduciary, obligated to serve clients’ best interest, and avoid or disclose conflicts of interest. For example, we can’t recommend one product or course of action over another because it benefits us more than alternatives.
We are independent. We are not beholden to an employer, home office, or boss that may steer us in how we work with clients. Our independence supports our fiduciary responsibility to serve clients’ interest.
We are fee-only and compensated only by our clients. We make no commission or anything else from selling an investment, insurance, or other product, or from referring you to other professionals.
