Fiduciary

Fiduciary

Fiduciary Oath

 

I believe in placing you best interests first. Therefore, I commit to the following five fiduciary principles:

 
 

I will always put your best interests first.

I will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional.

I will not mislead you, and I will provide conspicuous, 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.


In other words, I will treat you with the honesty and integrity that you would expect from someone with whom you are entrusting your retirement.

 

 

Shore Financial Planning-29 Beach Road #206 – Monmouth Beach www.shorefp.com 732-704-8982