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Being a Fiduciary

We believe a fiduciary means being a Financial Advisor who is trustworthy and looks out for your assets and best interest.

Broadly speaking, the day-to-day roles of a fiduciary entails things such as reviewing your Life Plan, being proactive with a changing market to ensure investments are properly diversified for your desired risk appetite, and if any of your other service providers that are working on components of your plan (including investment companies, record keepers and third-party administrators) are carrying out their functions correctly and in a cost-efficient manner.

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