Our Company Values
For those who are looking for financial consultation, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Engels Financial Group
Fritz has more than 30+ years of experience in the financial services industry and uses his expertise to educate his clients through detailed financial plans and strategies. He has a BS degree from LSU and a post-baccalaureate from KSU. His educational background allows him to bring a wealth of knowledge to current and prospective clients. He is committed to building strong and lasting relationships with his clients and has earned the respect and friendship of many people in his community and throughout Georgia.
He utilizes a team of professionals to coordinate and ensure a completely customized plan for all of his client’s affairs: income, financial, legal and tax. He is a strong advocate for the implementation and utilization of this trinity of coordinated services. This comprehensive approach of estate, financial, income and tax planning facilitates the distribution and preservation of your assets and the effectual transfer of your estate. Fritz’s family of clients includes physicians, attorneys, business owners, people preparing for retirement and retirees. He is consistently invited to and has lectured to various groups, associations, and corporations and is a highly sought after public speaker regarding financial matters.
Fritz is also involved in the local community, serving as a member of Heritage Presbyterian Church. Fritz & his wife & family live in Acworth, GA.
Knowledge is Power
Call or email us today to review options for protecting your financial future.
Questions About Your Financial Future?
Financial planning is a complex field, so it is wise to consult with experts. Here are some questions that you may have pondered:
How can you be sure that your IRA beneficiary designations will pass inheritance as you intended?
Will re-positioning your assets lower or eliminate tax on your social security?
Is there a way to get reasonably high returns without risking your nest egg?
Can you pay off your mortgage and get an income from your house, without losing your home?
Can you pay for nursing care without sacrificing your children`s inheritance and your spouse`s lifestyle?