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We hold ourselves and the services we deliver to you to the highest standard of care. As independent Fiduciaries, our duty is to adhere to the ethical obligation to act solely in YOUR best interest.
We don’t push the sale of products. Instead, we're here to educate you and provide guidance and advice on a fee-for-services basis.
Our focus is to learn about you, your family, your personal goals and life dreams. We then help you organize, understand and chart the proper path to help you live your ONE BEST LIFE.
Our unique LifePrint© Advantage is a proprietary process we developed that encompasses holistic planning, interactive tools and technologies.
LifePrint Advantage empowers you to fully understand where you are today and gain insights as to what changes may be needed to fulfill your ONE BEST LIFE now and into your future. It offers you a complete life overview, to include a plan with courses of action you can take.
Because we are independent, this allows us to research the globe in search of appropriate, best in class financial products and solutions to support your personal situation.
We won't sell you products or services you don’t need or understand. Instead, we work alongside you to educate you about options that make sense. And then empower you to make decisions on how or what to move forward with.
Fidelity
Vanguard
Standard & Poors
JP Morgan
UBS
American Funds
SEI
T. Rowe Price
Over 14,000 mutual funds and exchange traded funds
Commission-based advisors are paid from the sale of investments. They may also receive a fee from the financial institution for selling a particular product.
Acting with undivided loyalty and utmost good faith
Providing full and fair disclosure of all material facts, defined as those which "a reasonable investor would consider to be important"
Not misleading clients
Avoiding conflicts of interest (such as when the advisor profits more if a client uses one investment instead of another or trades frequently) and disclosing any potential conflicts of interest
Not using a client's assets for the advisor's own benefit or the benefit of other clients