A place to pause and consider wisely…
Partnering to help you achieve your dreams; for Retiring FITT.
A place to pause and consider wisely…
Partnering to help you achieve your dreams; for Retiring FITT®
As seen in
What is FITT?
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.
- 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
Financial Independence Today ~ Tomorrow
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.
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.
Together we select a personalized investment approach that supports what you need emotionally, behaviorally, and mathematically.
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.
How It Works
Take Financial Pulse
Create FITT Plan
What You Get
We start with a conversation.
We’ll address your questions and concerns in a confidential, no pressure way.
If we uncover a couple of mistakes or opportunities, we’ll share those as well.
You decide if any next steps make sense.
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.
This communication strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MD, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, 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.
1550 W. Bay Area Blvd Suite #101 Friendswood, TX 77546 (281) 990-7100