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Principle 1
Integrity

Principle 2
Objectivity

Principle 3
Competence

Principle 4
Fairness

Principle 5
Confidentiality

Principle 6
Professionalism

Principle 7
Diligence



Our planning teams typically include lawyers who uphold ethical guidelines of the bar associations, CPAs who uphold standards of the AICPA, and other professionals who promise to maintain the highest standards of professionalism. All of our planning team members are expected to uphold the following standards published by the Financial Planning Association.


Principle 1 - Integrity

An FPA member shall offer and provide professional services with integrity.

FPA members may be placed by clients in positions of trust and confidence. The ultimate source of such public trust is the FPA member's personal integrity. In deciding what is right and just, an FPA member should rely on his or her integrity as the appropriate touchstone. Integrity demands honesty and candor, which must not be subordinated to personal gain and advantage. Within the characteristic of integrity, allowance can be made for innocent error and legitimate difference of opinion; but integrity cannot co-exist with deceit or subordination of one's principles. Integrity requires an FPA member to observe not only the letter but also the spirit of this Code.

 
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Legacy Resources, LLC is an Illinois Registered Investment Advisor