Our core values shape our business focus and define our priorities.
Everything we do is based around the idea of ensuring the highest levels of client service and success.
“A lack of transparency results in distrust and a deep sense of insecurity.” – Unknown
It is our belief that before committing to working with us, you should have full transparency on things such as fees, costs, and other pertinent information.
“Honesty is the first chapter in the book of wisdom.” – Thomas Jefferson
Honesty is more than just telling the truth. It’s living the truth when nobody is looking. Without honesty, no relationships, business or other, will survive, let alone thrive. When selecting an advisor to work with your hard-earned money, it is essential to work with someone whose honesty provides the comfort and confidence you need.
“The price of success is hard work, dedication to the job at hand, and the determination that whether we win or lose, we have applied the best of ourselves to the task at hand.” – Vince Lombardi
At Felts Financial, dedication is lived out with our actions toward our clients. It is our responsibility to be there when you need us and to work until the job is done, and done right.
“If once you forfeit the confidence of your fellow-citizens, you can never regain their respect and esteem.” – Abraham Lincoln
Respect begins when the advisor realizes that they family sitting across the table is the one with the talent and ability to have the money for which planning is required. Our clients are completely capable of making competent, effective decisions to better their financial future. The role of us, the advisor, is to guide them on their journey.
“An investment in knowledge pays the best interest.” – Unknown
Comprehensive client education is one of the guiding principles that FFS was founded on. Continuing education, no matter what your expertise level, is a critical component of smart financial management. We’re here to help support you in that process.