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Fiduciary

Fiduciary

Why Is Working With a Fiduciary Important

As a fiduciary, Integrity First Planners has a legal duty to act solely in the best interests of our clients. As a fiduciary, we have no sales goals nor do we receive any sales commissions.

As a fiduciary, we have the duty to:

  • Put our clients’ best interests ahead of our Company;
  • Ensure that investment advice is suitable to meet our client’s individual needs and goals.
  • Maintain an independent basis for the investment advice provided;
  • Use the best prices and terms; and
  • Minimize or eliminate potential conflicts of interest and to advise clients if any potential conflict exists.

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Disclosure

Integrity First Planners, Inc. is a Registered Investment Advisor in the State of Ohio. Securities offered through Triad Advisors, member FINRA / SIPC. Integrity First Planners, Inc. and Triad Advisors are not affiliated.

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Contact

(216) 751-4229

Ken Butze, CFP®

Integrity First Planners, Inc.
Shaker Heights, Ohio

Integrity First Planners, Inc. | © 2020 All Rights Reserved • Shaker Heights, OH

This information is provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed.

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