We believe in placing our clients’ best interests first. Therefore, we commit to the following five fiduciary principles:
- We will always put our clients’ best interests first.
- We will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional.
- We will not mislead clients, and 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 our clients’ favor, any unavoidable conflicts.
– Michelle Gessner, CFP®
Owner and Founder
CERTIFIED FINANCIAL PLANNER™ Professional
If this sounds like the kind of relationship you want with your advisor, read Who We Serve to see if you are potentially a good fit for our firm.
from the crush of higher taxes
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