CALL FOR AN APPOINTMENT  630-620-9300
CALL FOR AN APPOINTMENT  630-620-9300

What is Fiduciary Responsibility?

We have a responsibility to put your needs ahead of our own.

Fiduciary Responsibility

In simple terms, advisors with fiduciary responsibility have a legal responsibility to put your needs ahead of their own. There are a number of important differences that separate advisors who have fiduciary responsibilities from those who don’t.

3_2_Goldstone_Fiduciary-Graph

The Goldstone Way

Goldstone Financial Group is a firm that is held to the fiduciary standard. But what does that mean for you? In simple terms, advisors with fiduciary responsibility are legally bound to put your needs first. It’s important to note the differences between advisors held to the fiduciary standard from those held to the suitability standard:

Advisors who operate under the fiduciary standard are armed with knowledge to provide sophisticated wealth-management services and advice. They are usually working as Investment Advisor Representatives under a Registered Investment Advisor (RIA) firm. They are registered with the SEC or the state security division. They have completed the necessary steps, including many hours of training and financial education courses, to become Investment Advisor Representatives (IAR) that are held to the Fiduciary Standard.

 


Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at info@goldstonefg.com or call us at (630) 620-9300 today!