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Current company Fiduciary Financial Group, Llc
Financial Services · 14 employees · Founded 2016 · San Rafael, California, United States
About us: At Fiduciary Financial Group, we hold ourselves to the highest standard of professional ethics. the fiduciary standard of care. It\'s a simple concept yet absent in many client/advisor relationships: Only provide advice and recommendations that are in the best interests of the client. Always. No exceptions. We can help! We offer in-depth financial planning and wealth management. This involves reviewing not only a clients budget and investments, but also their estate plan, beneficiary designations, mortgage and business financing, insurance documents, tax returns, etc. We are completely detached and unincentivized to solicit any particular investment product. Our incentive is simple: grow your money as much as possible within the confines of your tolerance for risk. We focus on liquid & publicly traded investments. We will, on occasion, branch out into non-publicly traded offerings for the sake of diversification but have a strict rule that if we put our clients funds into such a vehicle, we will also have invested some of our own money in the same offering. Retirement Plan Consulting for Small Business Owners The world of retirement plan design, administration, and ongoing investment management oversight is complex. With our ability to speak the same accounting language as your bookkeepers, payroll, and tax professionals, we can serve as the quarterback for your company retirement plan. Strategic Philanthropy Through our strategic partnership with Cogeo and vast network of estate planning attorneys and tax professionals, we can provide expertise on making your gifts count. Planned giving, life insurance as a gift, donor advised funds, charitable remainder and lead trusts, charitable gift annuities, etc. If you want to give, let us coordinate the effort.