To act with a fiduciary standard of care while providing a high degree of service in the areas which we specialize, including asset management and financial insurance solutions for debt cancellation, income planning, and estate succession.
In those areas where we are not able to provide expert level advice, to assist our clients in finding a qualified professional to address their needs. These include but are not limited to tax advice and legal documents. No compensation or referral fees will ever be accepted for this assistance.
Why Our Fiduciary Promise is Important
The fiduciary standard is the highest standard of care with regard to client interaction. As noted on the CFP® board website:
The Rules of Conduct require CFP® professionals to put your interests ahead of their own at all times and to provide their financial planning services as a “fiduciary”—acting in the best interest of their financial planning clients.
Here at Roger’s and Golbach Insurance Associates, all client interactions are held to this standard. Product and planning solutions are held to this standard at implementation and tested again at each review. This standard of care and oversight methodology allow us to create strong, meaningful, long-term relationships our clients can be confident in.