As a Fiduciary Financial Planner, we are ethically and legally committed to acting in your best interest. Simply stated, we are required to give you advice that is in your best interest only.
So how important is it to ensure your financial planner is a fiduciary? A 2015 report by the White House Council of Economic Advisors estimated that Americans might lose as much as $17 billion a year from financial planners that are not fiduciaries.
The fiduciary relationship not only involves good faith and trust with our clients, but it also removes any conflict of interest that may threaten that relationship. At The Hopman Group is committed to giving you unbiased and customized financial advice so you can achieve your dreams.
Author Pam Hopman has written a 5 step guide for professionals to make more money, keep more money, and love their lives.