Code of Ethics

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Code of Ethics

I will put my clients’ interests above my own at all times within the scope of my abilities.


I will maintain proficiency in my work through continuing education.


When fee-based services are involved, I will charge a fair and reasonable fee based on the amount of time and skill required.


I will abide by both the spirit and the letter of the laws and regulations applicable to financial planning services.


I will give my clients the same service I would provide to myself in the same circumstances.

I will disclose all facts about fees, commissions, and any other sources of compensation received for services provided to clients.