SalmonFelte Insurance & Financial Services

Thank you to all of those keeping us safe!

Your home is more than a roof and four walls it’s a foundation for your family's future. A sense of family, security, accomplishmentwhat does your home mean to you? Let me know below.

New baby? Crib, check. Onesies, check. Diapers, check. Sleep deprivation, check. Childproofed the house, in progress... Financial protection? Let's make sure you've checked everything off your list.

Another quick trip around the sun...Please help us in wishing Roy a very Happy Birthday today!!!

A HUGE congratulations to Allie on PASSING her Series 66; the state securities law exam! This is a big accomplishment and we are so proud of all her hard work!! Way to go Allie!

Check out our 3rd quarter Financial News Digest for the latest on: A Great Year for a Roth Conversion, How to Manage Risk Investing, The Beauty of Cash, and How to Get your Retirement Plans Back on Track. Happy reading! http://www.salmonfelte.com//Salmon%20Felte%20Financial%20N

When you bought your term policy, it hit the right note. But are you still marching to the same beat? Now may be a good time to upgrade to permanent insurance. Let's chat. https://calendly.com/salmonfelte-roy/15min https://calendly.com/salmonfelte-david/15min-call

Tax Day 2020 has come and gone...Luckily we still have another 5 months to plan for April 15th, 2021! #Goodthingwemakegrapejuice #taxprepearly

Financial Planning Journey Map Digital graphic credit: Kylie

The kids are getting ready to head back to school, and just like that, we're another year closer to higher education costs...have you started your college planning yet? Digital art credit: Kylie

Hoping everyone has a good week ahead!

Easy steps you can take to be prepared for unplanned work absences before they happen.

Sonoma County is predicting an early fire season this year; use this checklist to help make sure you're ready.