Fulfilling our fiduciary and suitability responsibilities
Fulfilling Our Professional Responsibility
Working toward your best interests, not ours
Before considering the recommendations of your financial advising team, it’s important that you trust their advice on investment and insurance products is in your best interests — not theirs. As an Investment Adviser representative, I am held to a fiduciary duty of care, which means I am legally required to work in your best interests when providing investment advice. When we make insurance recommendations, the regulatory standard that applies is the suitability standard, which means that the recommendation meets your needs and objectives."
As an independent financial firm, Scott Tucker Solutions, Inc., is not required to recommend only the proprietary products of a single financial institution. Rather, the team has access to a larger selection of possible solutions from a wide range of financial institutions to help clients work toward their financial goals.
It is our mission to provide all of our clients with unbiased advice that we believe is in their best interest. Our president and founder, Scott Tucker, as well as our associate advisor, Jim Tilley, have passed the Series 65 securities exam and are registered as Investment Adviser Representatives. They are held to a fiduciary standard.
Scott Tucker Solutions, Inc., was built on a solid foundation of always doing right by the clients we serve. It’s the reason Scott comes into work every day. He enjoys helping others achieve confidence in their retirement futures, and he has built a team around him who share the same goal of providing valuable guidance through exceptional service.