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At all times when providing Financial Advice to a Client, a CFP® professional must act as a fiduciary, and therefore, act in the best interests of the Client.

It requires a process of data gathering, pulling together all the financial facts about the client, then exploring the goals and objectives you have established for your company, your family, or your organization, through a process of meetings used to clarify and refine each goal until they understand your needs.

Then and only then will they begin the process of evaluation of the various providers of products or services, examining each one independently and collectivity against each other to discover those best suited to aid in achieving your goals. Once established they will then meet with you regularly to monitor and adjust your plan, to stay on target to reach your goals.

If you haven't experienced this level of involvement in your planning needs, you haven't used a Fiduciary.


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