Our Firm

Founded in 1985, Financial Planning Suite, Inc., has been serving clients for almost 40 years. As Investment Advisor Representatives at Commonwealth Financial Network, we conduct business under the fiduciary standard. Essentially, a fiduciary is a person or organization that owes to another (our clients) the duties of good faith and trust. The highest legal duty of one party to another, it also involves being bound ethically to act in the other's best interests.

The fiduciary standard was established as part of the Investment Advisers Act of 1940. It states that an adviser must always act in the best interests of the client and place the client's best interests before his or her own. It also means that an adviser must make sure to provide financial advice that is sound, accurate, and free from conflicts of interest. Furthermore, fiduciaries are required to disclose any potential conflicts of interest to their clients and must strive to transact on behalf of clients in a manner that is as efficient and low cost as possible.