COMPREHENSIVE RETIREMENT PLANNING
Purpose-driven Financial Planning
COMPREHENSIVE RETIREMENT PLANNING
Purpose-driven Financial Planning
SUCCEED-EMPOWER-LIFT OTHERS-FINANCIAL FREEDOM
Shayna Fossum, Financial Advisor & CEO
Succeed, Empower, Lift Others, Financial Freedom (S.E.L.F. Wealth) is used for marketing purposes, this slogan should not be seen as a promise or guarantee of investment results or preservation of principal.
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It is never too early to get started on your retirement plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
S.E.L.F. Wealth, LLC
Office of Convenience: 1305 Hardeman Avenue Ste. 200, Office #120. Macon, GA 31021
Hours: By Appointment Only
Open today | 09:00 am – 05:00 pm |
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PRIVACY POLICY STATEMENT
At S.E.L.F. Wealth, LLC, we are committed to protecting your privacy and the confidentiality of your personal information. This Privacy Policy explains what information we collect, how we use it, and the measures we take to ensure your information is safeguarded in compliance with applicable financial regulations.
Information We Collect:
We may collect personal and financial information from you in the course of providing financial advisory services, including:
- Personal Information: Name, contact information, date of birth, Social Security number, and other identifying details.
- Financial Information: Income, investment objectives, risk tolerance, account numbers, and other financial data relevant to the services we provide.
- Technical Information: Data about your interaction with our website, including IP address, browser type, and usage data, to help us enhance your online experience.
How We Use Your Information:
We use your personal and financial information to:
- Provide tailored financial planning and investment advisory services
- Process transactions and communicate regarding your accounts
- Fulfill our regulatory and compliance obligations
- Offer customer support and respond to your inquiries
- Send you relevant educational resources, firm updates, and marketing communications, if you have opted in.
Data Protection and Security:
We take the security of your information seriously. We use a combination of physical, electronic, and procedural safeguards to protect your data from unauthorized access, misuse, or disclosure. Access to your information is restricted to employees and service providers who need it to assist with your financial planning and investments.
Disclosure of Information to Third Parties:
We do not sell your personal information. However, we may share your data with trusted third parties in limited circumstances, such as:
- Service Providers: Vendors who assist us in delivering financial advisory services, such as custodians, brokerage firms, or third-party administrators.
- Legal and Regulatory Compliance: We may disclose information as required by law, such as to comply with a subpoena or other legal processes.
- Business Transfers: In the unlikely event of a business merger or acquisition, we may transfer information to the new owners, but only in accordance with legal requirements.
Your Rights:
Depending on applicable law, you may have certain rights regarding your personal information, including the right to access, correct, delete, or restrict its processing. To exercise these rights, please contact us at sfossum@selfwealthllc.com
Changes to Our Privacy Policy:
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We encourage you to review this policy periodically to stay informed about how we protect your information.
Contact Us:
If you have questions or concerns about our Privacy Policy or data practices, please reach out to us at sfossum@selfwealthllc.com or call us at (478) 200-5175.
Client Communications Opt-In:
We would like to keep you informed about financial updates, market trends, and services that may be relevant to your investment and financial goals. This may be by phone, email, or text. This may include appointment reminders, etc. By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement. You may opt out at anytime by responding "STOP" or "UNSUBSCRIBE."
Educational Materials Opt-In:
To help you stay informed, we offer newsletters and educational materials on financial planning, investments, and market trends. This may be by phone, email, or text. By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement. You may opt out at anytime by responding "STOP" or "UNSUBSCRIBE."
Marketing Communications Opt-Out:
You may opt out of receiving marketing communications from us at any time. To stop receiving these updates, respond STOP or UNSUBSCRIBE at any time.
DISCLOSURES
Securities offered through Innovation Partners LLC, Member FINRA/SIPC. Investment advisory products and services made available through Impact Partnership Wealth, LLC ("IPW"), a Registered Investment Adviser and Innovation Partners, LLC. Insurance products are offered through the insurance business S. E. L. F. Wealth. S. E. L. F. Wealth is also an Investment Advisory Practice that offers products and services through Impact Partnership, Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by S. E. L. F. Wealth are not subject to Investment Advisor requirements. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. S.E.L.F. Wealth, LLC,, Innovation Partners LLC, and Impact Partnership Wealth, LLC are not affiliated entities. Annuity guarantees rely on financial strength and claims-paying ability of issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by carrier. Annuities are not FDIC insured.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
Market Guard ® is a firm that provides investment signals, as well as portfolio allocation recommendations, for a wide variety of model portfolios. Market Guard ® does not offer advice or enter into fiduciary relationships.
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