Lifeguard Wealth announced this week that they will be joining The National Association of Personal Financial Advisors. Advisors that are a part of this prestigious association must renew a Fiduciary Oath yearly and agree to the NAPFA Code of Ethics, which can be read here. NAPFA sharpens their members by bringing them up-to-date education and resources. NAPFA’s website requires members to live by 3 important rules:
To be the beacon for independent, objective financial advice for individuals and families.
To be the champion of financial services delivered in the public interest.
To be the standard bearer for the emerging profession of financial planning.
Lifeguard Wealth will be among the roughly 3,800 other financial advisors that have committed to bringing personal, sensible, and excellent financial service to their clients. Contact Lifeguard Wealth now to find out how you can benefit from having your own Financial Lifeguard watching out over you.
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The opinions expressed by myself and other featured authors are their own and may not accurately reflect those of Lifeguard Wealth. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.
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