Financial Planning Tex. - Trisperity Advisors - Standards of Care
All our financial planning services will be delivered in accordance with the following standard of care to our Katy clients:
Principle 2 - Act with due care and in utmost good faith.
Principle 3 - Do not mislead clients.
Principle 4 - Provide full and fair disclosure of all material facts.
Principle 5 - Disclose and fairly manage all material conflicts of interest.