PROFESSIONAL COMPETENCE STANDARDS
We have adopted the principles and rules for professional responsibility published by the Certified Financial Planners Board of Standards Inc. We are committed to acting in an ethical and professionally responsible manner in all of our professional services and activities. Specifically, we strive to obtain the highest degree of integrity with regard to seven core principles:
12 BEST PRACTICES
We are committed to the fiduciary standard of care for all assets we manage for our clients and pledge to abide by the 12 best practices outlined in the Institute For The Fiduciary Standard’s Professional Code of Conduct.
Northstar Financial Planners is a fee-only investment advisor, devoted to a structured asset class investment strategy.