Welcome to

Selah Financial

A place to pause and consider wisely…

Partnering to help you achieve your dreams; for Retiring FITT ®

Welcome to

Selah Financial

A place to pause and consider wisely…

if you’re looking for a partner to help you achieve your dreams and Retire FITT using time-tested financial planning, disciplined investing strategies, and straightforward explanations, then you have come to the right place.

As seen in

What is FITT®?

 Financial
 Independence
Today
Tomorrow

What is FITT®

If you are retiring soon, don’t use a cookie-cutter financial plan. 

Consider our Retiring FITT® system to help you make informed financial decisions. Decisions that support your family’s dreams and goals, even through life’s twists and turns.

The DIFFERENCE

The FITT® 
Difference

Selah Financial

Builds a robust plan for your life, your way

Tailors your portfolio to support your goals and needs

Schedules regular checks so your plan stays on course as life twists and turns.

Has no hidden, layered or additional fees

Some Financial Advisors

Use colorful, cookie-cutter financial plans

Offer one-size-fits-all portfolios for each risk level

Call when they have something to sell to you

Sell high-commission investment products

Get FITT®

Financial Independence Today ~ Tomorrow ®

Becoming FITT®
Retirement

Bob and Ann’s

STORY

Case STUDY

Bob threw the stack of papers down on the table. It was supposed to be one of the happiest days of Bob and Ann’s lives, and yet, here they sat, angry and frustrated.

They had been dreaming about their retirement for years. They thought they were all set. But now there were so many doggone decisions to be made. Nobody told them it would be so confusing.

Find out how the Retiring FITT® system helped them decide what was right for their family and retire with confidence.

Our SERVICES

Financial planning and investment management that puts clients first.

A comprehensive, personalized plan for your family.

A plan that helps you make informed decisions as you live your life your way.

An investment strategy that makes sense for you.

Financial Planning

We don’t do cookie-cutter financial plans. Our family-friendly method provides the real-life, useful information you need to make good financial decisions.

Investment Management

Together we select a personalized investment approach that supports what you need emotionally, behaviorally, and mathematically.

Annuity Assessment

We often see clients who were sold an annuity that does not actually meet their needs. We review each annuity contract in detail to help you determine whether or not it’s right for you. 

Our TEAM

Your Selah

TEAM

I

We are a team of specialists.

I

We intentionally earn and maintain advanced degrees and certifications.

I

We complete hundreds of hours of meaningful continuing education each year.

I

We have earned numerous national and local awards and recognitions.

I

We serve our community.

How It Works

Step 1

Schedule
57-Minute Conversation

Step 2

Take Financial Pulse

Step 3

Create FITT® Plan

What You Get

I

We start with a conversation.

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We’ll address your questions and concerns in a confidential, no pressure way.

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If we uncover a couple of mistakes or opportunities, we’ll share those as well.

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You decide if any next steps make sense.

GIVING Back

Explore Selah’s rich heritage of service and generosity

Commonwealth Winners Circle Conference

John Westerman participated in the Commonwealth Winners Circle Conference in Sarasota, Florida. On this trip, John worked with other advisors to help Children First, a non-profit organization that serves over 600 children and families in Sarasota County by providing education, nutritious meals, and a healthy environment. Specifically, they helped renovate one of the buildings and installed fences on the Children First campus.

Commonwealth President’s Club

Sharon Duncan joined a team of advisors who participated in the Commonwealth President’s Club trip to St. Patrick’s National School of Curtlestown, in Ireland, where they painted the school, started a garden, built a playground, and made crafts with the children. Sharon enjoyed getting to know the people and students of Curtlestown.

Medina Children’s Home

Sharon Duncan and Rebecca McCartney collected and organized donations for a mom and her children who were starting new at Medina Children’s Home in Medina, Texas. Then, they delivered these gifts and were able to spend time with the children and community of Medina, building relationships and offering a helping hand.

Contact Us

1550 West Bay Area Blvd., Suite 101

Friendswood, TX 77546

info@selahfs.com

(281) 990-7100

This communication strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, LA, MD, MI, MN, MO, MS, NC, NJ, NM, OH, OK, PA, SC, TN, TX, WA, WV, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network ®. Member FINRA/SIPC, a Registered Investment Advisor.

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