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About Hill Island Financial

Our Fiduciary Oath

Grand Rapids based Fiduciary Advisors

What is the Fiduciary Oath?

Imagine a world where every decision made on your behalf is with your best interests at heart. That’s the essence of the Fiduciary Oath. It’s a promise by financial professionals to act with utmost honesty, transparency, and good faith, ensuring that your financial well-being is always the top priority. It means putting you first, avoiding conflicts of interest, and recommending only what fits your unique financial situation.

Fidiciary Financial planners helping to meet your financial goals
Fiduciary financial advisors in Grand Rapids, Michigan
Fiduciary Advisors - Grand Rapids, Michigan

Fiduciaries acting in your best interest

Benefits of Choosing a Fiduciary Financial Advisor

Selecting a fiduciary financial advisor means partnering with someone dedicated to your financial well-being, operating with utmost transparency and free from any conflicts of interest. At Hill Island Financial, we’re committed to collaboratively creating and adjusting a financial plan that not only meets your current needs but also secures your future goals. The benefit is an assurance that you have a partner in your corner, focused on optimizing your financial potential and ensuring your financial strategy evolves to meet life’s changing demands.
As a Fiduciary, we pledge to invest our assets consistently with how we invest client assets.

Kevin Toler, CRPC®, APMA®

Partner & Private Wealth Advisor.

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Retirement planning by Fiduciary Advisors
Fiduciary Financial Planning in Grand Rapids, MI
Hill Island Financial

Our Oath to You

At Hill Island Financial, our commitment is to provide you with the transparent, jargon-free financial planning advice you deserve. When you choose us, you’re not just getting advisors; you’re gaining dedicated partners committed to your financial success.

This commitment forms the core of our relationship with you. At Hill Island Financial, we believe in a partnership built on trust, transparency, and a calculated approach to your financial goals. Our Fiduciary Oath is not just words; it’s a reflection of our dedication to your success and well-being. Let’s embark on this journey together, with your best interests at the forefront of every decision we make.

Learn more about our Investment Management Services

We commit to five fiduciary principles:

 

  • We’ll always put your interests first. We treat your money with the same care as our own.
  • We’ll act wisely and carefully, using our skills, due diligence, and knowledge for your benefit.
  • We promise to be honest with you, fully disclosing important information and fees.
  • We’ll stay away from conflicts of interest.
  • We’ll fully disclose and fairly manage any unavoidable conflicts in a way that’s best for you.

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