We cater to high net worth clients with strong family values, aiming to protect what matters most. No two people are the same and our advisors know this better than most. Our deep financial knowledge and broad life experience informs our every decision, with only one goal in mind: your ideal future.
With over 43 years of experience, we're excited to help you prepare for every eventuality, no matter what. We believe every person deserves access to sound, informed financial advice. Regardless of your situation, risk tolerance, and goals we're ready to help you prepare for the future. Come rain or shine, together we'll encourage your investments to grow for years to come.
With over 43 years of experience, we're excited to help you prepare for every eventuality, no matter what. We believe every person deserves access to sound, informed financial advice. Regardless of your situation, risk tolerance, and goals we're ready to help you prepare for the future. Come rain or shine, together we'll encourage your investments to grow for years to come.
Services
Our History
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For over 35 years, Fidelity Financial Services, Inc has served the Kenai Peninsula region helping thousands of clients reach their financial goals. Established in 1983, it has been our mission to help individuals and families achieve their goals through essential financial and tax planning. We have an unwavering commitment to our clients and are dedicated to the highest professional standards.
Meet Our Team
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Brittany Briggs currently serves on the Board of Directors as Vice President of Fidelity Financial Services, Inc. Brittany has over 15 years' experience as a tax preparer in addition to leveraging her other duties as office manager. Kathy began her career as a tax accountant and Enrolled Agent (EA) with a Sacramento CPA firm in 1982.
Financial Planning
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A comprehensive evaluation of an investor's current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans. Most individuals work in conjunction with an investment or tax professional and use current net worth, tax liabilities, asset allocation, and future retirement and estate plans in developing the plan.
Estate Planning
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Do you want to leave money to your favorite charity? To friends? Do you not want people to fight over who gets your beloved plaid lounge chair? Planning your estate allows you to determine what happens to your hard-earned cash and other assets when you pass away. A will is basically a set of instructions that specifies who gets what assets.
Insurance
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Insurance consulting is offered by Ted and David Demars as independent insurance agents and is not offered by the Investment Advisor. Unexpected events, such as a severe illness, car accident, or house fire, can put a serious cramp in your financial health, even if you have savings. Having the right amount of insurance will help protect you from the financial consequences associated with many of life's adversities.
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