Chart a Course to
Financial Freedom

Transform Your Tomorrow With Strategic Financial Planning

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Our Commitment to Your Financial Future

At Selah Financial Services, Inc., we believe in taking a pause and considering your financial future wisely. Our mission is to partner with you to help achieve your dreams, particularly for those approaching retirement through our Retiring FITT system.

Understanding FITT

Understanding FITT

FITT stands for Financial Independence Today ~ Tomorrow. It's more than just an acronym; it's a philosophy. As you retire, you deserve a tailored financial plan that supports your unique goals and needs without hidden fees or cookie-cutter approaches.

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Personalized Financial Planning

Our approach to financial planning is all about you. We craft robust plans tailored to your unique life circumstances and aspirations. With regular checks, we ensure your plan stays aligned with your goals, while our transparent fee structure ensures no surprises along the way. Trust us to build and maintain a plan that's truly yours, guiding you through life's twists and turns with confidence.

Our Services

At Selah Financial Services, Inc., we prioritize our clients above all else. Our comprehensive financial planning and investment management services are designed to put your needs first and provide you with the tools to make informed decisions for your family's future.

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Financial Planning

Say goodbye to cookie-cutter financial plans. Our family-friendly approach delivers practical, real-life information to empower you to make sound financial decisions as you navigate life's journey.

investment

Investment Management

Together, we'll craft a personalized investment strategy that aligns with your emotional, behavioral, and mathematical needs. Our goal is to ensure your investments support your financial objectives and adapt to life's changes.

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Annuity Assessment

Don't settle for an annuity that doesn't serve your best interests. We meticulously review each annuity contract to determine its suitability for your financial situation, helping you make informed decisions about your future.

Meet Our Team

Our team comprises specialists dedicated to your financial success. With advanced degrees, certifications, and ongoing education, we bring expertise to many aspects of your financial planning. Recognized locally and nationally, we're committed to serving our community with integrity and excellence.

Our Process

Schedule a 57-Minute Conversation

Begin your journey with us by scheduling a 57-minute conversation. This initial meeting sets the stage for understanding your financial goals and needs.

Take Financial Pulse

We'll conduct a thorough assessment of your financial situation, taking your financial pulse to understand where you stand currently.

Create Your FITT Plan

Based on our conversation and financial assessment, we'll craft a personalized FITT Plan designed to help you achieve your goals and dreams.

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Navigating Your Financial Journey

  • Initial Conversation: Start with a confidential discussion where we address your questions and concerns without any pressure.
  • Practical Guidance: Benefit from our knowledge and experience as we uncover potential mistakes or opportunities in your financial situation.
  • Transparent Recommendations: Receive clear, transparent recommendations tailored to your needs and goals.
  • Your Decision: Ultimately, you decide on the next steps that make sense for you, empowering you to take control of your financial future.

Connect With Us

Ready to take control of your financial future? Contact Selah Financial Services, Inc. today to schedule a consultation. Our team is here to support you every step of the way on your journey to financial independence.

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