For those looking for financial advice, we realize the available options are many, and deciding who to work with is a challenge. Check out our company values, which we hope will give you a better understanding of how we operate.
We believe each person is innately valuable and worthy of respect and honor. We believe 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.
We believe integrity and truth matter. We believe we need to conduct our business in such a way that keeps us “above reproach.” We believe suitability and ethical practices come from placing a high value on other people and their needs first.
We believe communication with our clients builds and maintains the trust necessary for business relationships to reach their full potential. We believe our client partners deserve the type of communication that is frequent, timely, truthful, and relevant.
We believe good service is practical and great service is necessary in the pursuit of business excellence. We will pursue perfection and in doing so “we can catch excellence” along the way. (Vince Lombardi)
As the principal of First Fidelity, William helps provide his clients with a comprehensive understanding of the current economic climate.
William has been helping 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 principal protection and generating dependable income streams. 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 Denton, Texas, with his lovely wife, Fran. He has five children, eight grandchildren, a dog, and a cat.
Growing your portfolio is an important way to save for your financial future. Josh Perkins has been with First Fidelity for more than nine years and is a licensed investment advisor representative. He can help you plan, allocate, and monitor your portfolio.
Josh focuses on helping protect 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: 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.