Investment Management
We’ll help you understand how your unique risk tolerance, time horizon and long-term goals can affect your portfolio as we develop an investment strategy tailored to address your needs.
Financial Planning
This process is the framework on which portfolio management, risk management, estate planning strategies and tax planning strategies are built. We’ll work with you to define your financial goals and build a plan that will serve as a financial roadmap to help you reach them successfully.
Finding a balance between your risk and your financial goals will ultimately help you develop the confidence you need to live the life of your dreams.
Establishing Your Unique Goals
By Understanding What Makes You, You
At Feller Financial Services, we help our clients understand their current financial circumstances as we identify their next steps toward financial freedom. We’ve found that our most effective relationships are true partnerships from the start. As your personal financial partner, we strive to deliver value beyond technical financial services.
Whether you’re currently investing or interested in starting, our team will utilize a specialized investment approach to design a plan that aligns your needs, goals, risk tolerance and timeframe.
What We’ll Discuss:
- Bonds
- Common Stock
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Variable Annuity
In order to pursue your long-term goals, you’ll likely need more than a simple bank savings account. Taking on some risk is necessary in order to achieve a better rate of return over time and we’ll help you decide what level of risk and return is appropriate for your situation.
Our financial planning services encompass a wide range of topics and each involves reviewing your past, evaluating your current situation and working towards a focused future. We’ll help ensure that your family, career and well-being are secured according to the goals and future you envision.
What We’ll Discuss:
- Retirement Plans
- Employer-Sponsored Plans
- College Funding
- Money Purchasing Plans
- Profit-Sharing Plans
Utilizing our relationship with Cetera Advisor Networks, we’re able to connect with several insurance providers in order to approach your needs. Our goal is to help reduce your risks and make your life feel more confidence. Our variety of insurance services enable you to protect the people and things you love most.
What We’ll Discuss:
- Disability Income Insurance
- Life Insurance*
*Securities and Investment advisory services offered through Cetera Advisor Networks.
When You're Ready to Take the Next Step In Working With an Experienced Financial Partner
