FINANCIAL +

RETIREMENT PLANNING

FIDUCIARY DUTY

This strict standard of fiduciary duty has two components—a duty of care and a duty of loyalty. The duty of care requires  impartial and objective advice that’s in the best interests of clients based on their specific circumstances and investment objectives.

The duty of loyalty component requires that the IAR does not place their interests ahead of a client’s and provide full and fair disclosure of all material facts related to the advisory relationship, including fees and conflicts of interest.

As an Investment Advisory Representative, Kevin Egan helps clients choose from a broad array of investment strategies and leading edge financial products and may intiate professionaly managed accounts through industry leading partners and highly skilled money managers.

Other financial services include retirement planning and the recommendation of financial instruments such as insurance contracts designed to provide a secure financial future for individuals, couples, and families through a steady stream of income in their retirement years.