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Fiduciary Responsibility

Stewart W. McCollum is the founder and owner of McCollum Financial Group, LLC, a locally owned, independent financial services firm providing solution-centric financial and insurance strategies commencing in 2002. In an effort to continue to give his clients the best possible service, in November of 2016, Stewart became an Accredited Investment Fiduciary® (AIF®). Only Accredited Investment Fiduciary® (AIF®) Designees have been certified specifically for their ability to follow a fiduciary process with their clients’ best interests at heart. Here are some attributes that make AIF® Designees different from other advisors or financial professionals:

Experience - Designees are required to provide documented industry and educational experience to qualify for the designation.

Education -  Designees must complete the Accredited Investment Fiduciary®Training, for managing fiduciary assets for wealth, nonprofit and retirement clients.

Examination -  Designees must pass an examination to prove comprehension and ability to act in the best interest of clients.

Ethics -  Designees adhere to a Code of Ethics that show a commitment to a higher degree of industry professionalism.

Continuing Education -  Designees commit to keeping their knowledge and skills sharp by completing annual continuing education requirements.

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