How We Do It

Our Firm

Core Values

Our Commitment

Our Process

Our Firm

It’s not personal, it’s business...
To us...Our Business is Personal

 

Our Approach

We make our practice personal, so that our clients know that our focus is on their unique circumstances and needs. We prefer to think that what we do is about process and solutions. We serve our clients by recommending the best solutions possible and then backing it up with first-class service.

Why are we unique?

You have many choices when it comes to choosing your financial professionals. We are the "professionals you did NOT know you were looking for!" We provide you with a level of service that goes beyond what you might expect. We also take our relationship with our clients to a level where they feel that we really are their 'trusted' professionals.

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.

Our Process

 
 

Walk In Our Shoes