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Our Fiduciary Oath
We want you to feel confident in our support. Our goal will always be to put your interests first using the following five fiduciary principles:
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1. I will always put your best interests first.
2. I will act with prudence; that is, with a professional's skill, care, diligence, and good judgment.
3. I will not mislead you, and I will provide conspicuous, full, and fair disclosure of all important facts.
4. I will avoid conflicts of interest.
5. I will fully disclose and fairly manage, in your favor, any unavoidable conflicts.
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