Code of Ethics
Code of Ethics
We seek to adhere to the Certified Financial Planner Board of Standards, Inc Code of Ethics and Professional Responsibility emphasizing the following principles:
Integrity
Provide professional services with integrity, honesty and candor while placing your interests first.
Objectivity
Maintain objectivity throughout the planning process in the advice, research and recommendations we provide.
Competence
Provide services in a manner emphasizing competence, knowledge, skill and experience. We are committed to our continuing education and professional development for the benefit of our clients.
Fairness
Fairness requires impartiality, intellectual honesty, and disclosure of any conflicts of interest.
Confidentiality
Maintain confidentiality at all times and promise to never disclose any confidential information without your specific consent unless in response to proper legal process.
Professionalism
Conduct ourselves in a manner that shall always reflect credit upon our profession, behaving with dignity and courtesy to all those who use our services.
Diligence
Act diligently in providing professional services in a reasonably prompt and thorough manner.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
info@sfi2retirewell.com | 828-328-9551