Our Company Values
For those who are looking for financial advice, 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)
Eric Brumagin
President, First Fidelity Financial
With over 30 years of experience as a retirement and income planning specialist, Eric loves working with people and helping his clients understand their options when it comes to preserving their retirement savings while creating an income stream for the future. Eric takes a holistic approach to retirement planning by educating clients on the effects of unexpected market losses, unplanned life events and using safe money strategies to guarantee income throughout ones’ retirement years.
Eric has a degree in Business Management as well as an MBA from Oral Roberts University in Tulsa Oklahoma. He is Life & Health Insurance licensed in North Carolina and holds a series 65 investment advisory security license. He has maintained his office in Jamestown NC since 2006. Eric is a long-time resident of Winston-Salem NC, is an avid reader and enjoys playing most sports, especially basketball. He is married to his best friend Renee and together they have a college age son. He is an active member of River Oaks Community Church and is passionate about conveying the importance of spiritual fellowship and sharing God’s ultimate “retirement” plan with others.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.