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We will always put your interests first – ahead of our firm, and our employees.
When we purchase investments for you, we will seek cost effective securities that meet your goals and aspirations.
We will provide full and fair disclosure of all facts, including our compensation, and will inform you of any instance where we are receiving compensation from any interaction we transact on your behalf.
We will strive to provide clear and concise reporting to you, so that you can assess our efforts while we manage your assets.
We will provide you a comprehensive financial plan, as part of our fee. The Financial Plan will become the basis for your asset allocation, your financial asset goals, as well as your time frame goals.
We will coordinate the preparation of your Federal and State tax return (if applicable) with our outside third party tax service provider and routinely reimburse you for the cost of return preparation if you provide us access to the details of your filing.
While neither Charles Carroll Financial Partners, nor any other firm, can promise superior investment returns, we will provide impartial advice, skill, care, diligence, and good judgment in an effort to achieve your financial goals and aspirations.
To learn more about Charles Carroll Financial Partners Contact our wealth management and financial planning firm by clicking on the highlighted contact button.