The St. Clair Financial Promise

We believe in placing our clients’ best interests first. Therefore, we commit to the following five fiduciary principles:

We will always

Put our clients’ best interests first.

We will act with prudence

that is, with the skill, care, diligence, and good judgement of a professional.

We will not mislead clients

And will provide conspicuous, full and fair disclosure of all important facts.

We will avoid conflicts of interest

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We will fully disclose

and fairly manage, in our clients’ favor, any unavoidable conflicts.

Don St. Clair, CFP, AIF

Owner & Advisor, St. Clair Financial

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Pre’tire’ment

/prƏti(Ə))rmƏnt/

noun

1. The time of transition from “working too much” to “making work optional.”