The 3 Essential Qualifications of a Financial Advisor
Congratulations, you’ve decided to work with a professional to manage your assets! You start your search for local financial advisors, but you see a confusing array of qualifications such as IAR,…
Inspire Yourself to Start Saving for Your Next Vacation
Summer’s almost over. Families are getting ready to head back to school and young adults are back in their college classes. Hopefully you’ve had a great summer getaway, made some happy memories, and…
Protecting Your Investments
Thanks to several important federal regulations, most investors planning and saving for retirement in the U.S. can rest assured that their company retirement account is being managed in an ethical…
5 Ways to Join the 401(k) Millionaire Club
It’s not as hard as it sounds. For many people, the million-dollar mark is a goal that represents security and peace of mind. Apply the tips in this guide, and you’ll be well on your way to make your…
Fiduciary Responsibility
Holding a distinguished position of fiduciary responsibility, FIDELIS iM is a Registered Investment Advisor (RIA). We are a fiduciary to all of our clients and we have held this distinguished…
Case Study: Rogue Valley Medical Practice Saves Big
A local physician with a successful practice in Medford, OR, moved his retirement plan to FIDELIS iM. Our Preferred Provider Retirement Alliance ℠ subsequently saved the physician and his employees…