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Polly Outhay

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Why. Problem. Solution. Promise. After 18 years working with Bank of America, Wells Fargo and two small banking entities, Polly Outhay made the decision to begin her journey in private financial service sector as an independent agent, dba Ali_Polly & Associates brokerage by First Financial Security, Inc national brokerage agency, Norcross, GA. Polly is passionate about helping ALL people achieve financial security. Over the past 5 years, she has worked with over 1000 clients to help them choose a good sound investment portfolio and create financial security and peace of mind for each household and businesses. Polly also provides financial education within the community. As a CFEI financial strategist, Polly’s main goal is to help clients make well-informed decisions. Through a Needs Analysis Exercise, Polly develops financial strategies tailored to each client’s unique needs. • What are their goals? • Are they on track? • How are they protected? • What’s keeping them up at night? Polly takes her time listening to your concerns, share all information about potential investments, including benefits, risks, and tax issues, and treat her client’s financial goals with the same care and interest that she devotes to her own. As a Certified Financial Fiduciary Fiduciary, Polly pledges to carry code of conducts in the following area in her practice Practice the Duty of Loyalty: A CFF designee will first and foremost agree to always put the client’s best interest first Practice the Duty of Good Faith: fundamental obligation to treat all clients fairly Practice the Duty of Good Care: fundamental obligation to exercise the skill of an expert and to only advise in those areas where expert skill level has been obtained Educate First: provide comprehensive and unbiased education to clients ensuring they have a firm grasp of the subject matter prior to offering specific suggestions or advice

Professional Experiences

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Professional Licenses

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Certified Financial Fiduciary ®

Education

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