Partners Bill of Rights

At Fireside Financial Partners, we have a clearly defined purpose: independence allows us the opportunity to manage your expectations with the integrity that comes from always working with your best interests in mind. This environment brings us back to the core of what we believe a relationship should be ... personalized solutions, tailored to help address your unique needs while maintaining an attentive, steadfast approach as an advocate for your future. We take our fiduciary responsibilities and accountability to you very seriously. Together, these rights and responsibilities are the foundation of a successful partnership.

As our Partner, you have the following rights:

Responsible Financial Advice

• To receive responsible financial advice, at a fair price, tailored to your personal objectives, time horizon, risk tolerance and other factors.
• To receive professional assistance in clarifying your financial goals and priorities.
• To obtain accurate information on the personalized financial solutions we recommend, clearly disclosing their comparative risks, benefits and costs.
• To be informed of any potential conflicts of interest related to the financial relationship between you and Fireside Financial Partners.

Full and Clear Information

• To receive clear, accurate and timely transaction confirmations, account statements and other communications from us.
• To be informed about all costs associated with our services including commissions, sales charges and other expenses.
• To be provided with descriptions of our policies and procedures for protecting the privacy of your non-public, personal information.
• To be treated in a fair, ethical and respectful manner in all interactions with us.
• To receive competent, timely and courteous service.
• To assist you should you choose to move your account to another firm. We will not impede your decision and will do what is necessary to facilitate the transfer.

Prompt, Fair Resolution of Issues or Concerns

• To receive immediate attention and a prompt response from us if any issues with our services arise.
• To be provided with a clearly defined process for raising and resolving a complaint,
• particularly on how to elevate an issue to gain resolution.

Your responsibilities to get the most out of your financial decisions:

Inform and Educate Yourself

• Read thoroughly all sales literature, prospectuses, account agreements and, when available, other offering documents before malting financial decisions.
• Consider carefully all risks, fees and/ or other factors explained in these documents.
• Make certain that you understand how each investment you make shapes your financial future. Remember at all times that every investment has some degree of risk and that it is possible to lose money on any investment.
• Seek out whatever information you need or want from your financial advisor by proactively asking any questions you have about your financial plan, account, a specific transaction, risks, potential conflicts of interest, commissions, sales charges or fees.

Communicate with Your Financial Advisor

• Provide complete and accurate information about your financial situation, goals and risk tolerance, so that we can provide you with appropriate planning advice and recommendations.
• Notify Fireside Financial Partners to review your financial plan and portfolio regularly, especially whenever you experience a significant life event for example: Death, Divorce, Job Change/Loss, Birth/ Adoption of Children, etc ...
• Talk with Fireside Financial Partners about mutual fund holdings you own outside of Fireside Financial Partners, so that we can make sure you receive any applicable breakpoint discounts.
• Review all transaction confirmations and account statements or reports carefully and promptly. Report any errors or any questions you have to Fireside Financial Partners or Good Life Compliance at complianceteam@goodlifefa.com or 610-898-6927. 

Use the Right Resources Carefully

• Understand that Fireside Financial Partners does not provide legal or tax advice. You should consult an attorney or a tax advisor for this advice.
• Keep in mind that you are fully responsible for all your financial decisions.
• Consider carefully the validity and reliability of financial and investment information obtained from all sources, especially unsolicited information.
• Understand that the opinions of Fireside Financial Partners should never be interpreted as a guarantee of future performance or rate of return.