The Fiduciary Oath
As your Financial Planner I stand by the Fiduciary Oath
Your Best Interest
I will always put your best interests first.
I will act with prudence;
that is, with the skill, care, diligence, and good judgment of a professional.
I will not mislead you, and I will provide conspicuous, full and fair disclosure of all important facts.
I will fully disclose and fairly manage, in your favor, any unavoidable conflicts.
I will avoid all conflicts of interest.
Need Help Creating A Plan for Your Financial Future?
Schedule Your 15 Minute Review Call Below
All written content on this site is for information purposes only. Opinions expressed herein are solely those of DFG, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Downie Financial Group
Areas of Service
Meeting locations available in the following cities: Anaheim, Brea, Cerritos, Costa Mesa, Irvine, La Palma, Newport Beach, Orange, Ontario, Riverside and San Bernardino
Downie Financial Group - All Rights Reserved