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.