What is a Fiduciary and Why Should I Care?

First of all, if you’re reading this, you’re probably a real estate professional of some kind, and maybe even a REALTOR® – which means you are a fiduciary! 

All fiduciaries have a legal and ethical obligation to always put their clients’ interests first, and as a successful REALTOR®, you’ve certainly been doing that for a long time.

We believe in placing your best interests first. Therefore, we proudly commit to the following fiduciary principles:

  1. We will always put your interests first.
  2. We will act with prudence. That is, with the skill, care, diligence and good judgement of a professional.
  3. We will not mislead you, and we will provide conspicuous, full and fair disclosure of all important facts.
  4. We will avoid conflicts of interest.
  5. We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.

This oath is signed by all members of the XY Planning Network, a group of  fee-only fiduciary financial advisors, of which Real Estate Wealth Planning is a member.

Unfortunately, the financial advice industry does not have a uniform standard governing who can call themselves a financial advisor, and not all “Financial Advisors” are fiduciaries, but you can easily find out if one is.

Just ask them!

Coming Soon!

In 2024, our name is changing to Real Wealth Planning. New website launching in late Q1-2024. 
Same service, same values, just a refreshed look!

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