What is a Fiduciary?
A fiduciary is defined as a person who holds a legal and ethical obligation to act prudently and in the best interests of another person. It is the highest standard of care in the financial services industry. At Southwest Michigan Financial, we are proud to be fiduciaries. We are legally bound to serve you first, above all else.
5 Primary Responsibilities of a Fiduciary
When you work with a fiduciary, you can expect the following:
- Your Interests First: We are legally bound to put your interests above our own.
- Utmost Good Faith: We are obligated to act with honesty and integrity.
- Full Disclosure: We will provide full and fair disclosure of all material facts.
- No Misleading Advice: We will not mislead our clients or provide confusing information.
- Exposing Conflicts: We will expose all potential conflicts of interest to you.
Your Trust, Our Responsibility
In a world of financial uncertainty, trust is everything. Our fiduciary commitment means we are your partner, dedicated to helping you make the best financial decisions for your life. Make sure your retirement planning is in the hands of a fiduciary. Are you ready to partner with a fiduciary? Call (269) 323-7964 to meet our team or learn more about our fiduciary commitment to you.
Our Fiduciaries
Chuck Henrich
President & Owner
Justin Henrich
Medicare, Insurance, & Financial Advisor
REGISTER FOR A CLASS
We offer free, hands-on, retirement workshops. Seating is limited so reserve your place early.
