What are the principles that Beach Financial Advisory Service adheres to?
• To always place the client’s interests first. • To be honest and forthright in all dealings with clients. • To educate clients so they can make informed financial decisions. • To utilize the best available technology for developing and monitoring clients’ financial plans. • To continue professional education to stay abreast of new methods and products that may better serve clients. • To adhere to the Certified Financial Planner Board of Standards’ Code of Ethics and Professional Responsibility and the National Association of Personal Financial Advisors (NAPFA) Code of Ethics and Fiduciary Oath. back to top What is BFAS’s financial planning philosophy? Beach Financial Advisory Service is first and foremost a financial planning practice. I am solely concerned with assisting my clients in meeting their life goals through proper management of their financial resources. My success is not measured by performance statistics but rather by my clients success in achieving their goals. My pract
