Felix. Financials.
Specialize in short, mid, and long term
financial planning
Scheduling a meeting
General Advisory
Just a talk about any topics you might have questions about. Allows you to learn more about myself and what I specialize in.
Policy Meeting
This is if you are interested in starting a policy of any nature and recommended after a General Advisory meeting.
Joining the Team
If you can see yourself in this type of position and are enthusiastic about the world of finance, feel free to have a meeting discussing your future in the industry.
More about what we do
-
At Felix. Financials. our goal is to try to support people with the best strategies on how to grow your wealth. Everything from wealth management, investments in the market, college planning, and insurance. Our specialty is in the area of long-term retirement planning.
-
If you are unsure how this will affect you, feel free to schedule an appointment or phone call and we would be happy to talk and go over everything with you to guarantee that you will be satisfied.
-
We do not charge any fees for our services.
-
In order to work with insurance, you need to take a 52-hour course, pass a government regulated exam, and be approved by the state commissioner to receive a license. This applies for most financial licenses.
Contact Us
We strive to help those who may not know all the ins and outs of finance.
Feel free to contact us and we’d be happy to help with whatever questions you have.