The financial professionals at Pence Financial Group strive to uphold the Fiduciary Standard of Care. At all times when providing advice to a Client, our financial professionals must always act in the best interest of the Client. We place the interests of the Client above the interests of the Firm. We must act with the care, skill, prudence and diligence that a prudent professional would exercise in light of the Client’s goals, risk tolerance, objectives and financial and personal circumstances. Our financial professionals must comply with all objectives, policies, restrictions and other terms of the Engagement and all reasonable and lawful direction of the Client.
This material was created for educational and informational purposes only and is not intended as ERISA, TAX, LEGAL or INVESTMENT advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.