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Standard of Care

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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 1 - Put the client's best interests first.

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.