Code of Ethics
I am committed to maintaining the highest standards of integrity and professionalism in my relationship with you, my client. I endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
RFC Code of Ethics
I will at all time put my client's interest above my own.
I will maintain proficiency in my work through continuing education.
When fee-based services are involved, I will charge a fair and resonable fee based on the amount of time and skill required.
I will abide by both the spirit and letter of the laws and regulations applicable to financial planning services.
I will give my client the service that I would give myself in the same circumstances.