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.