John Heffel's Contact Details

John Heffel's Company Details

Fortis Financial Group

Bellevue, Washington, US • 14 Employees
Financial Services

Fortis Financial Group is a financial planning and wealth management firm that empowers and educates our clients to grow and protect their wealth. We strive to build lasting relationships with business owners and successful families who want to work with advisors who listen and help them solve problems specific to them. At Fortis, doing the right thing for our clients is our top priority. This means we operate with the following value system: 1) TRANSPARENCY: We believe in being totally transparent about our fees and the investments we hold in our clients' portfolios and why we hold them. 2) EDUCATION AND EMPOWERMENT: We believe clients don't want to be told what to do, they want to learn to take control of their own financial situation to grow and protect their wealth. We believe in educating and empowering clients to take responsibility for their own financial situation as this results in more sustainable and predictable outcomes. 3) VALUE: We don't believe in overpaying for anything. We don't think our clients should either. Whether it is specific stocks, or our planning services, we want our clients to feel they are getting a good value for what they pay. We believe in constantly innovating new ways to add value to our clients and will continue adding services and technology to our business to increase value to our clients. Fortis is an SEC registered investment advisor.