Welcome to my new blog!

May 14, 2011

A blog can be a great way for individuals to communicate their thoughts to the public. The purpose of this blog is to give readers some insight into general financial planning topics.  It will also give readers insight into my firm’s approach to the financial planning process.

Thank you for visiting my site, and please stay connected as I publish more entries.

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Posted by Gabriel Trasatti | Filed Under General Information 

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Fiduciary

A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a Fiduciary, the financial advisor is required to act with undivided loyalty to the client. This includes disclosure of how the financial advisor is to be compensated and any corresponding conflicts of interest.

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