Our Independence

Dedicated to our Independence

C-Phase Financial is committed to providing balanced financial guidance that exceeds your private financial goals. Our independence assures that we are free to assess all available financial-life solutions for our clients. Each client can be assured that we are committed to their success and that our guidance and recommendations are based entirely on merit and uniformity with their overall strategy. Because we are independent, we are not tied to the demands of shareholders and large corporations, but rather, always act in your best interest.

High Ethical Standards

As your fiduciary, we are commitment to maintain an adherence of privacy, trust, loyalty, and disclosure to you always. Most financial services firms are simply held to the suitability standard where advice must merely be “suitable,” with no legal obligation to act in a client’s best interests. We have no hidden fees, incentives, or compensation that may prevent us from providing you advice that is in your best interest. As your advisor, we adhere to the fiduciary standard, and we believe this model of disclosure and transparency is in your best interest.

A Fiduciary Standard simply means that (a) Financial advisors must act in the best interests of their clients, (b) Conflicts of interest must be avoided wherever possible, and (c) There must be full disclosure and transparency around fees and compensation. The fiduciary standard of care is the highest legal standard, and it speaks to duties of good faith and trust.

Our fiduciary standard mandates that every single recommendation we make must be based on your best interests, and there is no circumstance when we can place our interests above yours. By adhering to the fiduciary standard or rule, we believe we can provide you with the highest standard of care for all your investment and retirement needs.

Are you ready for retirement?

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C-Phase Financial