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Welcome to our Salmon*Felte Web site. We believe that good financial decisions don't have to be confusing. We can provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals. This site will not only introduce you to our company philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends.

 

Roy Salmon (Ca Ins. Lic. 0776821) & David Felte (CA Ins. Lic. 0D21504) are agents licensed to sell insurance through New York Life and with various other independent unaffiliated insurance companies in the state of California. No insurance business may be conducted outside the state referenced.

Roy Salmon & David Felte are Registered Representatives of and offers securities products & services through NYLIFE Securities LLC 200 Montgomery Drive, Suite F, Santa Rosa, CA 95404, Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the state of California.  No offers may be made or accepted from any resident outside the specific state referenced.

*David Felte is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of California. As such, these services are strictly intended for individuals residing in the specific state referenced.

 ** Salmon * Felte Insurance & Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.

Roy Salmon & David Felte are licensed to offer mutual funds and variable products.  Market Watch information is provided for informational purposes and is not considered an offering of securities.

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

Getting Something for Giving

Charitable trusts may help your charity of choice while also providing you with potential tax benefits.

Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

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