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Our goal at Feller Financial is to help you create a roadmap that reflects your values, dreams, and the vision you hold for you and your family's future.
We do this through a Discovery process which occurs at our first meeting.
Discovery Process Includes:
Meet your advisor
Creation of Five Point Plan
Outline your values and why they are important to you
Clarify your goals
Gather financial data
Identify risk tolerance, investment time horizon, need for access to cash, tax position, etc.
An opportunity for you to ask questions or share any concerns you have
Whether you are investing to build wealth, protecting your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals we can help.
Founded in 1998
At Feller Financial Group Inc. we provided personalized financial service and solutions to individuals, families, and small businesses. Using our Five Point Financial Plan, we provide the guidance to see you through the process of preparing, planning, protecting, and prospering to achieve financial peace of mind, today, tomorrow, and for years to come.