We are not affiliated with, endorsed by, or acting on behalf of any government agency or program. We do not offer every Medicare plan available in your area. Any information we provide is limited to the plans we do offer. You may contact Medicare directly for more options. For a complete listing of plans in your area, please visit Medicare.gov or call 1-800-MEDICARE, available 24 hours a day, 7 days a week.
Global Standards for Personal Trust
The International Association of Registered Financial Consultants (IARFC) is a non-profit professional organization established to foster public confidence in the financial services profession. With a global presence spanning multiple continents, the IARFC sets a high bar for ethical conduct and professional competence among its members.
Sara Finkelstein, a dedicated member of this global network, integrates the IARFC Code of Ethics into every facet of her practice. This commitment ensures that your financial future is handled with a level of integrity recognized by advisors across the world.
The 7 Principles of Ethical Practice
The IARFC Code of Ethics isn't just a document; it's the foundation of Sara Finkelstein's practice. These seven core principles ensure that every piece of advice is delivered with integrity and your best interest at heart.
Integrity
We maintain the highest standards of honesty and sincerity in all professional relationships, ensuring that our word is our bond.
Objectivity
Our advice is based solely on your needs. We provide unbiased recommendations, free from any conflicting interests.
Competence
Sara maintains a high level of knowledge and skill, continually educating herself to provide the most current financial guidance.
Fairness
We treat every client with the same level of respect and professionalism, ensuring that all dealings are equitable and transparent.
Confidentiality
Your financial information is private. We protect your data with the utmost care and never disclose it without your consent.
Professionalism
We conduct ourselves in a manner that reflects credit upon the profession and provides you with a superior service experience.
Diligence
We provide professional services in a prompt and thorough manner, respecting your time and the importance of your financial goals.
The IARFC Code of Ethics: Why Values Protect Your Future
The International Association of Registered Financial Consultants (IARFC) is a global organization dedicated to high standards of ethics and professionalism for advisors. With a presence spanning over 20 countries, the IARFC ensures that members like Sara Finkelstein are part of a world-class network committed to consumer protection.
At Signature Advisory Group, these principles are not just guidelines; they are the bedrock of Sara’s practice. By adhering to a rigorous set of professional standards, Sara ensures that every Medicare and retirement recommendation is made with your best interests at heart, providing the security you deserve.
1. Duty of Care: Sara provides professional services with the same level of care, skill, and diligence that a prudent person would exercise.
2. Integrity: Trust is paramount. Sara maintains absolute honesty in all dealings, ensuring your financial plans are transparent and reliable.
3. Objectivity: Recommendations are based on your specific needs, not advisor incentives.
4. Competence: Sara continuously updates her skills through education to offer the most current Medicare and retirement knowledge.
5. Fair Treatment: All clients receive equitable service, regardless of their financial status.
6. Confidentiality: Your personal financial data and health information are protected with the highest level of privacy and security.
7. Professionalism: Sara conducts her practice in a manner that reflects credit upon the profession and the IARFC. This commitment to excellence ensures you are working with an advisor who values respect and accountability above all else.
If you value an ethics-first approach to your retirement, Sara invites you to read the full IARFC Code and reach out today. Your peace of mind starts with an advisor who puts you first. Together, we can build a secure future you can trust.