Fiduciary Services
Fiduciary services involve managing assets or making decisions for another person or entity, with a legal and ethical obligation to act in their best interest.
The word fiduciary means trust or confidence. A fiduciary is someone who has a legal and ethical duty to act with honesty and loyalty in the best interest of another person, especially when managing money or other important decisions.
Unlike a friend or family member who may step in to help, utilizing professional fiduciary services through 406 Financial Services means you are working with an insured, trained and neutral third-party that is paid to take on the associated responsibilities.
You can explore the wide variety of fiduciary services offered by 406 Financial Services below. We invite you to contact us to schedule a free consultation.
Looking for a VDC approved FMS provider?
If you represent an Aging and Disability Network Agency and are looking for a VDC-approved Fiscal Management Services (FMS) provider, please contact us. We’d be happy to discuss our competitive fees, on-boarding process, and other details.
