People We Enjoy Working With
Flourishing Families
By providing guidance, advice and support, we strive to help you achieve financial confidence alongside your loved ones. As you expand your family, consider changing careers or purchasing your first home, we want to help you understand your financial situation and what steps you should take to plan for and protect your future.
Career Professionals
With the experience to guide you through making important financial decisions, our goal is to help you continue to grow your wealth and pursue your future success. As your finances continue to develop, we’re here to offer valuable insight into how to remain proactive for years to come. Does this sound like you?
Florida's Finest
We provide recommendations and strategies to help you transform what you’ve worked for throughout your life into a dependable retirement income. Our team will effectively help address the details associated with your will, estate planning strategies and more.
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 protect you from risks and make your life feel more secure. 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
