A Higher Standard of Care…
We choose to work in a fiduciary capacity when managing assets and providing advice. As fiduciaries, we put your interests first. We provide written disclosure to you prior to our engagement, and thereafter throughout the term of the engagement, of any conflicts of interest, which may compromise our impartiality or independence.
As a general rule, we typically work on a fee basis. However, there are occasions where the best planning solution requires a financial product which pays us a commission. A common example of this is Long Term Care Insurance. When we receive any commission, or other remuneration which is related to our recommendation of a particular financial product, we will provide written disclosure to you prior to the placement of the product. We do not receive referral fees, or any other compensation, from other parties based upon our referral of you to other professionals.