Fiduciary Statement

 
 
 

What is a fiduciary?

A fiduciary is a person, that because of their position as advisor, is required by both moral and legal standard to act in the best interest of those to whom they are providing advice. They are held to this standard because of the training and experience they possess and because of the incredible amount of trust being placed in their relationship by the client.

Our Commitment

At MBI we are committed to you, as the only factor, when it comes to making a decision, recommending a product or company, or providing advice. We believe that the most important role we have as advisors is that those we are helping can trust that we have their best interest at heart. This starts with the raising of our family and continues to the implementation of planning with yours. We are blessed to be called an advisor.