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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 4 - Fairness

An FPA member shall perform professional services in a manner that is fair and reasonable to clients, principals, partners, and employers and shall disclose conflict(s) of interest(s) in providing such services.

Fairness requires impartiality, intellectual honesty, and disclosure of conflict(s) of interest(s). It involves a subordination of one's own feelings, prejudices, and desires so as to achieve a proper balance of conflicting interests. Fairness is treating others in the same fashion that you would want to be treated and is an essential trait of any professional.

 
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Legacy Resources, LLC is an Illinois Registered Investment Advisor