As an independent financial planning firm, we solely represent the needs and interests of our clients rather than any specific company. While some financial institutions recommend proprietary products, we do not. Our independence and objectivity allow us to provide our clients unbiased recommendations and unwavering commitment that they deserve.
As FINRA registered representatives, our financial planners act as fiduciaries, which means they have an obligation and responsibility to act in the best interests of our clients. A fiduciary investment adviser is obligated to choose investment products that are in the best interests of their client regardless of self-interest or a third party's interests.