What is a Fiduciary?

There will be a lot of terms and words thrown around when financial planning that you may not understand. A lot of acronyms and industry jargon will be presented to you, but one term we want you to understand when working with us is fiduciary. Because, in a nutshell, fiduciary means trust.

Being a fiduciary means that we act on behalf of our clients who put their faith in us. At RJS, we have a legal and ethical duty to put your interests first. We take the duty of acting in good faith and providing a trusting relationship very seriously. Regardless of our legal duty to you, know that our team is here to help you reach your financial goals while putting you first.