The safeguarding of a client’s confidential information is our highest priority at all times. Under no circumstances are any work papers, financial statements, personal documents, client information, or anything that can remotely be deemed valuable to a potential thief to be left in any open area. Employees must secure all papers and files if stepping away from their desk. After digitizing documents to our secure network folder, items must be shredded immediately. Leaving any business documents on one’s desk, in an unlocked drawer, or on top of the shredder is not permitted and may be subject to disciplinary action.
GoTo Financial Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where GoTo Financial and its representatives are properly licensed or exempt from licensing. This website is solely for informational purposes and subject to change. GoTo Financial may render no advice unless a client service agreement is in place. The views expressed are for commentary purposes only and do not take into account any individual, personal, financial or tax considerations. Any videos on our site or third party links are not intended to be personal, legal or investment advice or a solicitation to buy or sell any security or engage in a particular investment strategy. Past performance is no guarantee of future performance. Investing in the stock market involves risk of loss and may not be suitable for all investors. Any opinions expressed are current only as of the time made and are subject to change without notice.
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The Site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy or sell any securities, futures, options or other financial instruments. Any offering or solicitation will be made only to qualified prospective investors. Nothing contained on the Site is intended to be or should be construed as legal, tax, financial, investment or any other advice. Past performance is no guarantee of future results, and you should not rely solely on past performance when making decisions.
This is an article we like from an outside source third party. The simplified concept of being a Financial Fiduciary is to always put the client’s interest before your own or others. Whereas other financial professionals might be held to a product suitability standard, a Fiduciary must go beyond the product and ensure that all investment decisions are in the clients best interest. For example: How is a client buying an annuity with a sales load better than a similar product with no-load sales commission, or no annuity at all. A Financial Fiduciary should be the standard for all serious investors and is the basis for our business practice at GoTo Financial.