Fiduciary

We believe in placing our clients’ best interests first. Therefore, we commit to the following five fiduciary principles:

• We will always put our clients’ best interests first.
• We will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional.
• We will not mislead clients, and will provide conspicuous, full  and fair disclosure of all important facts.
• We will always be honest with our clients.
• We will fully disclose and fairly manage, in our clients’ favor, any unavoidable conflicts.

Gregg N. Gonzalez, CFP®