Fiduciary Oath

PUTTING YOUR INTERESTS 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 the skill, care, diligence, and good judgment of a professional.

I will provide 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.

 

 

Paul Hellman, CFP®