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)
August H. Velten
August H. Velten & Associates, Inc.
As a retirement income specialist and 38-year veteran of the financial services industry, August H. Velten understands what his clients need in order to enjoy a comfortable retirement. Augie is a former instructor for The Life Underwriter Training Council and once occupied the legislative seat for the Maine Association of Life Insurers. He has a B.A. in business from L.I.U. New York and has earned many financial services designations including Chartered Life Underwriter (CLU).
Through his financial services company, August H. Velten, Inc., Augie focuses on helping clients create lifetime income strategies that balance asset preservation with growth. His dedication to the financial success and education of the public has inspired him to serve as an instructor for Adult Financial Education Services (AFES), a non-profit corporation devoted to helping improve the financial literacy of adults ages 50 and over. AFES specifically aims to help people who are concerned about their retirement savings and securing a safe financial future.
Jessica Velten Waterhouse, Financial Advisor
August H. Velten & Associates, Inc.
Jessica Velten Waterhouse is an Investment Advisor Representative, licensed insurance producer, certified National Social Security Advisor (NSSA), and Vice President of August H. Velten & Associates. As an independent financial advisor with fiduciary responsibility, she is focused on her clients’ needs for asset protection strategies, investment management, and conservative retirement planning.
Jessica works with clients of all ages to achieve their financial futures from income analysis to social security claiming strategies. Passionate about empowering people through financial education, Jessica regularly offers workshops on Social Security as well as topics specific to women and retirement. As an entrepreneur, she has built her business by maintaining close, trusted relationships with her clients.
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.