In our ongoing commitment to keep you informed with the most recent changes in our industry and any new regulations that govern how we provide investment recommendations to you, we wanted to provide the most recent updates under the “Regulation Best Interest” (or “Reg BI”) guidelines from the U.S. Securities and Exchange Commission (or “SEC”).

Relationship Summary

These documents describe the nature of our relationship and can be helpful to you in understanding my role as you advisor, as well as material fees and costs that apply to your accounts, and our obligation to act in your best interest when making any recommendations.

If you have any additional thoughts or questions regarding Reg BI or the linked documents, please call or email us anytime.