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Our planning teams typically include lawyers who uphold ethical guidelines of the bar associations, CPAs who uphold standards of the AICPA, and other professionals who promise to maintain the highest standards of professionalism. All of our planning team members are expected to uphold the following standards published by the Financial Planning Association.


Principle 6 - Professionalism

An FPA member's conduct in all matters shall reflect credit upon the profession.

Because of the importance of the professional services rendered by FPA members, there are attendant responsibilities to behave with dignity and courtesy to all those who use those services, fellow professionals, and those in related professions. An FPA member also has an obligation to cooperate with fellow FPA members to enhance and maintain the profession's public image and to work jointly with other FPA members to improve the quality of services. It is only through the combined efforts of all FPA members in cooperation with other professionals, that this vision can be realized.
 
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U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.