Putting your best interests first.

Fiduciary oath

  • I will always put your best interests first.
  • I will act with prudence; that is, skill, care, diligence, and good judgement of a professional.
  • I will not mislead you, I will provide conspicuous, full and fair detail of all important facts.
  • I will avoid conflicts of interest.
  • I will fully disclose, and fairly manage, in your favor, any and all unavoidable conflicts.

William T. Toner, CFP®, AIF®

Signed in February 1, 2016

William T. Toner