© 2019 FAMILY LIFE FINANCIAL PLANNING

michael@saveforyourfamily.com   |   440-490-7526

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Fiduciary Oath

Putting Your Interest First

 

I believe in placing your best interests first.  Therefore, I am proud to commit to the following five fiduciary principles:

 

I will always put your best interests first.

 

I will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
 

I will not mislead you, and I will provide conspicuous, full and fair disclosure of all important facts.

 

I will avoid conflicts of interest.

I will fully disclose and fairly manage, in your favor, any unavoidable conflicts.