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)
Principal, First Fidelity
As the principal of First Fidelity, William helps provide his clients with a comprehensive understanding of the current economic climate.
William has been assisting people achieve their financial goals for over four decades. He is devoted to helping retirees and those about to retire, protect their money and ensure it lasts. He specializes in safe money investing and working with IRA and 401k rollovers. He educates his clients so that they can avoid common financial mistakes.
Dedicated to his education, William regularly attends financial classes to keep abreast of the constantly changing laws.
He resides in Corinth, Texas with his lovely wife, Fran. He has five children, eight grandchildren, a dog and a cat.
Investment Advisory Representative, First Fidelity
Growing your portfolio is an important way to save for your financial future. Josh Perkins has been with First Fidelity for more than 6 years and is a licensed Investment Advisory Representative (IAR). He can help you plan, allocate, and monitor your portfolio.
Josh Perkins specializes in protecting his clients from market volatility. He has been licensed in the financial services industry since 2008. Josh joined First Fidelity back in 2010 sharing the mutual belief that clients’ needs come first. He thoroughly enjoys providing solutions to financial concerns. Josh has had extensive training and certifications in the financial services industry such as: safe money retirement planning, life insurance, Social Security Optimization, annuities, and several other financial strategies.
In his spare time, he enjoys traveling with his wife Whitlee, and three daughters. He is active in his local church and often engages in charity work in the community. Some of Josh’s favorite hobbies are scuba diving, deep-sea fishing, and racquetball.
Executive Assistant, First Fidelity
Dee Curtis serves as the executive assistant to William Hackley. She keeps the office business organized by scheduling appointments, seminars and workshops, recording for safe keeping all documentation and reports, sincerely cares as she serves clients with a smile.
Dee loves to spend her spare time with her family and friends.
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.