What is fiduciary duty?
When providing financial advice, a CFP® professional must act as a fiduciary. The following duties must be fulfilled: Duty of Loyalty, Duty of Care, and Duty to Follow Client Instructions.
Additional details can be found by clicking this link: CFP Code of Ethics and Standards of Conduct
Why Choose Nikulski?
We provide advice that is ALWAYS in the best interest of our clients, and if we don’t, we are personally liable. If we’re handing our life savings over to a firm to manage, it’s what we’d want.
We don’t sell any products, nor do we collect any commissions. We are only paid by our clients for the advice we give. Yep, it’s that straightforward.
The CERTIFIED FINANCIAL PLANNER™ designation means training has been completed in 72 areas of financial expertise. We believe this is a minimum standard for what we do.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirement.