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Financial Planning & Wealth Management
At SunRift we’re not just financial advisors, we are here to coach you through the most important parts of your life so nothing keeps you from your goals. At SunRift we provide ongoing care for your family and their financial goals.
What is fiduciary duty: Fiduciary duty is the requirement that certain professionals work in the best financial interest of their clients’ interests over our own. Fiduciaries have two key duties: duty of care and duty of loyalty.
- Duty of Care. Fiduciaries must make informed business decisions after reviewing all available information. We analyze comprehensive information about your financial picture before making recommendations or plans.
- Duty of Loyalty. Fiduciaries must not have any undisclosed economic or personal conflicts of interest.
We are proud to commit to the following five fiduciary principles:
- We will always put your best interests first.
- We will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional.
- We will not mislead you, and will provide conspicuous, full and fair disclosure of all important facts.
- We will avoid conflicts of interest.
- We will fully disclose and fairly manage, in your favor, any unavoidable conflicts