At Texas Retirement Headquarters, as has been the case at KFSG Wealth Management, we work as fiduciaries for our clients and in this fiduciary relationship we always:
- Avoid any conflicts of interest
- Act in the best interest of our clients, not in our own interest
- Provide & submit to oversight to assure all business is transacted legally
- Make decisions for the purpose of protecting our clients’ assets
We never act as custodians of client assets. Instead, we use many of the largest and most prestigious financial service companies and custodians in the world to hold our clients’ assets.
Additionally, we understand how important it is for our clients that we keep abreast of the ever changing, dynamic world of financial services, so we go beyond just the required continuing education.