Our SERVICES
At Selah Financial Services, we believe in the power of individual choice in your wealth management. 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:
Retiring FITT
Retiring FITTOur 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. Our live and online Retiring FITT (Financial Independence Today ~ Tomorrow) classes and coaching help you understand your Retiring FITT roadmap.
Financial Independence Today ~ Tomorrow
We want to help you get out of debt and gain financial independence as soon as you can. Through our personal coaching, classes, and baby steps, we help you make informed financial decisions about how to spend your money.
Financial Planning
This is perhaps the most important element of your financial picture. We utilize assessment tools, analytical systems and active listening to design your unique financial plan that is useful when making informed decisions about your Financial Independence Today ~ Tomorrow®.
Investment Management
We use well-diversified portfolios as the central tool to pursue your goals. The systematic approach we take delivers a personal solution that takes your timeline, risk perception, goals, philosophies, and future needs into consideration.
Insurance Planning
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.
Legacy Planning
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 them so that you can be part of something bigger than the right now. Our Legacy Planning approach helps clarify your legacy goals and align your implementation details as well. Advanced planning strategies and tools such as trusts, Donor-Advised Funds and Foundations are all utilized when needed for multi-generational wealth transfer and charitable giving.
Taxation Strategies
Everyone wants to keep more of what they’ve earned. We’ll share important income and estate tax strategies including tips gleaned through Sharon Duncan’s membership in Ed Slott’s Master Elite IRA Advisor Groupsm
*Ed Slott’s Elite IRA Advisor Group is a private IRA study group of professional financial advisors.
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.
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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