Fiduciary Oath | Financial Staples
 

Fiduciary Oath

As a fee-only financial planning firm, Financial Staples believes in placing your best interests first. Therefore, we are proud to commit to the following five fiduciary principles:

  • We will always put your best interests first.
  • We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
  • We will not mislead you, and I will provide conspicuous, full and fair disclosure of all important facts.
  • We will avoid conflicts of interest.
  • We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.

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Copyright © 2020 Financial Staples, LLC. All Rights Reserved.

Copyright © 2020 Financial Staples, LLC. All Rights Reserved.