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Developing a Tailored Plan

With Clarity, Education and Guidance

The Feller Financial Road Map

Adapting to Your Needs

Every Step of the Way

Our team values forming a relationship with you before offering our recommendations because we want to make sure trust is established in order to successfully implement our solutions. As we get to know one another, you’ll be equipped with the practical knowledge you need to not only understand our suggestions but adopt the habits of an effective decision-maker.

Every step of the way Boca Raton, FL Feller Financial Services

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Step 1:




During our initial conversation, we will take the time to answer your general questions related to retirement planning, investments, taxes and insurance. You’ll learn the differences between investing and financial planning, as well as determine if the Feller Road Map can be beneficial to you.

Kim Explains

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Step 2:




Next, you’ll meet with one of our experienced professionals to clarify your values, goals and current financial circumstances. You’ll have the opportunity to experience a time-tested financial planning process that can help you make beneficial choices with your wealth and stay on track to pursue your goals.

Richard Explains

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Step 3:


Your Personal Financial
Plan Meeting


Our objective in following the Feller Road Map is to empower you to feel confident in making decisions and setting goals. Using cutting edge financial tools and experience, we’ll actively illustrate what to consider in order to bridge the gap from where you are now and where you need to be when it comes to cash reserves, investments, debt and insurances.

Josh Explains

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Step 4:


Road Map


We’ll begin to implement your plan by making sure your assets are properly positioned to remain on track as you work towards your goals. Furthermore, we’ll take the time to familiarize you with how to access your online performance reports, setting you up for eMoney and more.

Cristian Explains

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Step 5:




The goal of your annual or semi-annual check-up is to maintain confidence that you are on track towards your goals. We update records with new information, answer questions, review investment allocation, tax strategies and performance. We will also go over additional investments, withdrawals and handle open action items or make necessary adjustments.

Josh Explains

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Step 6:


Feller Road Map


At Feller Financial Services, we host educational and entertaining events, to share experiences and ideas about your goals. 

Cristal Explains

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Step 7:


Your Road Map


We strive to help assure your goals remain on track and, in unforeseen circumstances, that your heirs are taken care of. We’ll advise you so that your hard work and success are seamlessly transferred to your loved ones or charities and the details of your financial future are addressed.

Ian Explains

Throughout Our Partnership Our Mission Stands Strong

Feller Financial Services provides quality financial planning and investment planning services through Cetera Advisor Networks to individuals and businesses in the South Florida Area. We believe "quality" begins with education - we focus on helping clients gain an understanding of the basic principles of financial planning.

We empower clients to take control of their financial future by helping them understand their protection, accumulation, retirement and legacy needs. As an independent firm, we are not driven by product quotas or sales objectives. We select products and investment vehicles based solely on the needs of our clients. We look forward to working together to help you persue your financial goals.

It All Begins With a Conversation

Schedule Time to Meet With Us Today

Interested in learning more about our upcoming events?



Business Professionals