CFP

Fee Only

Ethics Code

Oath

NAPFA

FPA

Paladin Registry

FIDUCIARY OATH

As NAPFA Registered Financial Advisors we the advisor shall exercise our best efforts to act in good faith and in the best interests of the client. We shall provide written disclosure to the client prior to the engagement of the advisor, and thereafter throughout the term of the engagement, of any conflicts of interest, which will or reasonably may compromise the impartiality or independence of the advisor.

We, or any party in which we have a financial interest, do not receive any compensation or other remuneration that is contingent on any client’s purchase or sale of a financial product. We do not receive a fee or other compensation from another party based on the referral of a client or the client’s business.
Sincerely,

Creative Financial Design