*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

 

Registered Representatives offer securities through Securities America, Inc. Member FINRA/SIPC. Financial advisors offer advisory services through Arbor Point Advisors. Capital Income Advisors, Arbor Point Advisors and Securities America companies are unaffiliated. .CA Insurance Licenses: Jeremy Keating #0E28476; Richard Gigliotti #0H83102; Alexander Mele NY#1223779

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Securities America and its representatives do not provide tax advice; therefore it is important to coordinate with your tax advisor regarding your specific situation

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fi.du.ci.ar.y

noun

 

A fiduciary is a person or organization that acts on behalf of another person or persons to manage assets. Essentially, a fiduciary owes to that other entity the duties of good faith and trust.

 

The highest legal duty of one party to another, being a fiduciary requires being bound ethically to act in the other's best interests.The highest legal duty of one party to another, being a fiduciary requires being bound ethically to act in the other's best interests. A fiduciary might be responsible for general well-being, but often the task involves finances—managing the assets of another person, or of a group of people, for example.

As a Fiduciary, we are paid to give you advice. That means we have no bias or conflict of interest on the type of investment tool we use. Our recommendations are based around sound financial planning and your goals.

From time to time your situation may call for the recommendation of an investment product. If a product seems to be the best fit for you we will disclose if there are any potential conflicts of interest.

Our fee covers not just asset management, but all the advisory services we offer in respect to financial planning, tax planning, debt management, asset protection and estate planning. Any services performed outside of our care such as drafting a trust or preparing taxes are agreed upon between you and your selected service provider before any services are rendered.