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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 2 - Objectivity

An FPA member shall be objective in providing professional services to clients.

Objectivity requires intellectual honesty and impartiality. It is an essential quality for any professional. Regardless of the particular service rendered or the capacity in which an FPA member functions, an FPA member should protect the integrity of his or her work, maintain objectivity, and avoid subordination of his or her judgment that would be in violation of this Code.

 
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Legacy Resources, LLC is an Illinois Registered Investment Advisor