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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 7 - Diligence

An FPA member shall act diligently in providing professional services. Diligence is the provision of services in a reasonably prompt and thorough manner. Diligence also includes proper planning for and supervision of the rendering of professional services.

This FPA Code of Ethics was derived from the Code of Ethics and Professional Responsibility c 1999 Certified Financial Planner Board of Standards, Inc., All rights reserved.

 
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Legacy Resources, LLC is an Illinois Registered Investment Advisor