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®