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…
Partnering to help you achieve your dreams; for Retiring FITT®
As seen in
What is FITT?
What is FITT®
Financial
Independence
Today
Tomorrow
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
Bob and Ann’s
STORY
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.
Your selah TEAM
Your Selah
TEAM
We are a team of specialists.
We intentionally earn and maintain advanced degrees and certifications.
We complete hundreds of hours of meaningful continuing education each year.
We have earned numerous national and local awards and recognitions.
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
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.
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
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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