OUR STANDARDS

As CFP's we have the duty to act as fiduciary, and therefore act in the best interests of our clients. The CFP Board requires all professionals to meet their high standards of ethics which includes integrity, diligence, competence and honesty.

We do what is in your best interest according to the SEC's new Regulation Best Interest (Reg BI)
without placing our financial interests ahead of yours.
Reg BI