Mark and Cindy

At Selah Financial Services, we believe in the power of individual choice. After all, it was that same power that founded our firm. Sharon Duncan opened Selah Financial with the vision of creating an approachable, client-centered, ethical atmosphere.

Broadly speaking, we cover all of the elements of a solid financial plan, including:

Investment Management:

 This is perhaps the most important element of your financial picture. We use well-diversified portfolios as the central tool to pursue your goals. The personal approach we take delivers a systematic solution that takes your timeline, risk perception, goals, philosophies, and future needs into consideration.

Insurance Review:

 We learn who depends on you and where you may have gaps in coverage for eventual and unexpected life changes. We know that you need to feel comfortable that your family—and your money—are protected.

Estate Review:

 You’ve worked hard to get where you are. We want to help your loved ones be able to enjoy the legacy you’ve gifted so that you can be part of something bigger than the right now.

Taxation Strategies:

 Everyone wants to keep more of what they’ve earned. We’ll share important investment tax strategies and tips gleaned through Sharon Duncan’s membership in Ed Slott’s Master Elite IRA Advisor Group.

Social Security Analysis: Reaching retirement age comes with major decisions and great opportunities, one of which is what to do about Social Security. Whether you are married, divorced, single or widowed there is an ideal answer to how and when to take your Social Security income. We will analyze your circumstances, crunch the numbers and offer Social Security strategies to help you reclaim your money in the manner that best serves you.

Retirement Analysis:

 This is an initial discussion of your retirement goals, projected inflation, quality of life and targeted retirement time frame. Whether you need guidance on your retirement plan through work or your retirement lifestyle in general, Selah can help

Retiring FITT:

 Our proprietary system helps ensure you have taken care of all your retirement details and decisions so that preparing for your retirement is not scary, overwhelming and confusing. Ask us about FINANCIAL INDEPENDENCE TODAY~TOMORROW®.