Core Values
These three ideas describe the work that we do with our clients at SalmonFelte. Today, managing your financial resources to fit your life needs, concerns and goals has become even more complex than ever. We strive to give you the confidence that we are working on your behalf by providing you with:
Partnership
We never forget that a client is a person, a business or a family and not their portfolio or insurance policy. We believe our work is to help individuals and families make the best use of the financial resources they have.
Clarity
Making a financial decision isn’t easy…We help clarify the decision making process by talking through every step and detail until you are comfortable and certain what direction to take.
Peace of Mind
We view our role as your financial professional to help you simplify things so that you can feel comfortable enjoying your life.
Our Commitment
Trust
Your trust is not something we take lightly. Having tough conversations is what truly develops the client/financial professional relationship.
Integrity
We treat our clients as if they are family.
Objectivity
Your best interest is always our focus. No gimmicks, just facts.
Strategy
Strategy can be more important than product. It’s not about being there, it’s about getting there.
Knowledge
Staying up to date with education and training keeps us on the cutting edge.
Innovation
Utilizing technology allows us to be as efficient as possible.
Personalization
Solutions are not a one size fits all solution. Every scenario is unique and so are our solutions.
Service
We take service seriously. Our diligent team follows up on everything until it’s completely resolved from A to Z.
