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Why Work With A Fiduciary

THE BENEFITS OF WORKING WITH AN AIF® DESIGNEE

Not all financial planners are the same, including when it comes to providing fiduciary services. There are advisors who can consistently operate in a fiduciary capacity, others who only act as a fiduciary when providing certain services, and some who are not allowed to take on fiduciary obligations at all. When you work with an Accredited Investment Fiduciary® (AIF®) designee, however, you can be certain that you are working with an advisor who has the necessary training to follow the standard fiduciary process.

AIF® designees have been certified specifically to follow a fiduciary process with their clients’ best interests at heart. Designees must provide documented industry and educational experience to qualify for the designation, as well as complete AIF® training covering Prudent Practices® for managing fiduciary assets for wealth, nonprofit and retirement clients. After passing the necessary examination, designees showcase their professionalism by committing to follow the AIF® Code of Ethics and Conduct Standards and completing the continuing education requirements to maintain their designation.

At National Wealth Network, we are an independent firm committed to offering an objective, unbiased approach to financial planning to help you reach your goals. Our approach to investing is founded upon the highest fiduciary standards. Our independence serves as a basis to create a personalized investment strategy tailored to meet your financial goals. We strive to create individualized solutions for our clients with high ethical standards. Our advice is driven by one concern alone: the best interests of our clients. 

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