Financial Resources

We encourage all clients (and potential clients) to conduct research on any financial or business services. We've pulled together white papers, informative links, and calculators that can help you do your diligence. If there's additional information you'd like that's not available here, please do not hesitate to contact us.

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Frequently Asked Questions

Done right, financial planning is a process that helps you figure out where you are financially today, where you want to be in the future, and then helps you determine the best way to get there. With the Fellows Financial Group advisors, the process involves an initial in-depth review of a client’s current financial situation and then the creation of a blueprint on how to achieve future goals and objectives.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Wealthcare Advisory Partners a registered investment advisor. Wealthcare Advisory Partners and Fellows Financial Group, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, DC, GA, FL, HI, IA, MD, MT, NC, OH, PA, VA, TX, WV.

Personal and Commercial insurance services are offered through Fellows Insurance Group LLC.   Fellows Insurance Group LLC is a separate entity from Fellows Financial Group LLC, LPL Financial and Wealthcare Advisory Partners.   LPL Financial, Fellows Financial Group LLC, Fellows Insurance Group LLC and Wealthcare Advisory Partners do not offer tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

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