Washington D.C.

Daniel Sipe [ChFEBC℠] – Washington, DC 20004

Thomas P Lee [ChFEBC℠, CFP®, AIF®] – Washington, DC 20004

Brennan Rhule [CHFEBC℠, CFP®] – Washington, DC 20004

Stewart Stout [ChFEBC℠, AIF®] – Washington, DC 20004

Wes Battle [ChFEBC℠, CFP®, AIF®] – Washington, DC 20004

David Fei [ChFEBC℠] – Washington, DC 20004

Jennifer Meyer [ChFEBC℠, CFP®, AIF®] – Washington, DC 20004

Damien A Robertson [ChFEBC℠] – Washington, DC 20002

Fiduciary – A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients’ interest ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the other’s best interests.

Good Faith – This term is utilized in the Insurance world for their agents. The principle of utmost good faith requires all parties to reveal any information that could feasibly influence their decision to enter into a contract with one another. In the case of the insurance market, that means that the agent must reveal critical details about the contract and its terms.

Disclaimer — Snow Federal Retirement Seminars & ChFEBC℠, LLC. does not favor, endorse, or recommend any Individual, commercial company, or product. The Federal Government does not favor, endorse, or recommend any Individual, commercial company, product, or the views of Snow Federal Retirement Seminars & ChFEBC℠, LLC.
Snow Federal Retirement Seminars & ChFEBC℠, LLC. is an Educational Company.