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To strive and assist our clients as they work to achieve financial independence, within the parameters of their own choosing,
and to assist clients in wealth preservation. |
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The mission of PIM is to: |
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- Assist our clients in achieving financial independence within the parameters of their choosing;
- Emphasizing personalized service to our clients
- Educating our clients and other professionals about the financial planning process.
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To that end, PIM adopted and supports, fully, the NAPFA Code of Ethics. |
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NAPFA'S FIDUCIARY OATH |
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The advisor shall exercise his/her best efforts to act in good faith and in the best interests of the client. The advisor
shall provide written disclosure to the client prior to the engagement of the advisor, and thereafter throughout the term of the engagement, of any conflicts
of interest, which will or reasonably may compromise the impartiality or independence of the advisor.
The advisor, or any party in which the advisor
has a financial interest, does not receive any compensation or other remuneration that is contingent on any client's purchase or sale of a financial product.
The advisor does not receive a fee or other compensation from another party based on the referral of a client or the client's business. |
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