Bob and Ann’s

STORY

Case STUDY

It was time for Bob to retire. Bob and Ann had loads of advice from well-meaning family members, friends, sales people, and even their company’s HR department.

Yet, Bob and Ann, came to Selah Financial confused and frustrated. They wanted to make the right decisions for their family’s retirement years but couldn’t figure out what was actually good advice for them. 

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

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