When you choose to work with a CERTIFIED FINANCIAL PLANNER TM practitioner, you choose to work with a professional who follows the highest industry standards and provides customized financial advice that is at all times in your best interest.

As a fiduciary, a CFP® practitioner is required to always place the client’s interest ahead of his or her own, without exception. CFP® professionals are obligated to uphold the principles of the CFP Board’s Code of Ethics: integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. Additionally, a CFP® professional commits to uphold the duty of loyalty, the duty of care and the duty to follow client instructions.

The industry is shifting away from the old model of high commissions and sales calls toward a relationship and service-based model, which emphasizes the importance of the CFP® designation. In our opinion, this change was long overdue and provides more protections for the client.

Other financial professionals who work for commissions have a monetary incentive to recommend products that generate commissions and fees for them. This subtle but important difference can create conflicts of interest, as their compensation is directly tied to the sale of a product, which may not always represent the client’s best interest.

Conversely, our compensation is tied to your performance, which means that our interests are naturally aligned so any advice or products we recommend MUST be in your best interest. Remember, your interests are always paramount to ours, helping ensure you receive unbiased and practical advice that conforms with your risk profile.

The CFP® designation demonstrates a promise to adhere to the highest standards in the industry and compels the financial professional to put the client’s interests above all else.

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