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 732-704-8982