What Is A Fiduciary?

A fiduciary puts your interests first.

When working with a financial advisor it’s wise to work with someone that acts as a fiduciary, someone that puts your interests first.  Fee-only financial advisors are registered investment advisors with a fiduciary responsibility who act in their clients’ best interest.  They do not accept any fees, compensation or commission based on product sales.  This helps eliminate the conflict of interest that can arise when working with a commission-based advisor.

When working with Behnken Financial Services, we give you a choice. We can work with you on a transactional basis or, as we prefer, on a fee-only basis, acting as a fiduciary. As a fiduciary, our first priority is helping you take care of yourself and your family.  We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.  Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.