Comprehensive Retirement Planning
Let’s create a written plan that truly works for YOU and your dreams.
Succeed. Empower. Lift Others. Financial Freedom.
No single strategy suits everyone, which is why each client receives personalized attention at S.E.L.F. Wealth (Succeed, Empower, Lift others, Financial freedom). From planning, to execution, to follow-up, we take a proactive approach in crafting strategies that meet your financial goals using the most efficient methods available.
As an independent advisory firm, we prioritize our clients’ interests over our own. We understand that challenges are inevitable, so we strive to anticipate and address them before they arise.
Our goal is to keep you on track toward a meaningful and purpose-driven financial future.
Succeed, Empower, Lift Others, Financial Freedom (S.E.L.F. Wealth) is used for marketing purposes, this firm name should not be seen as a promise or guarantee of investment results or preservation of principal.
Meet Your Advisor
Learn more about Shayna Fossum, the CEO of S.E.L.F. Wealth and dedicated financial advisor.
The D.R.E.A.M Planning Process
1.Discover
2.Review
3.Explore
4.Action
5.Monitor
D.R.E.A.M Planning Process is used for marketing purposes and this plan name should not be seen as a promise or guarantee of investment results or preservation of principal.
Our Financial Services
Every individual has a unique financial profile (assets, income, expenses, age, risk tolerance, etc.), which is why a personalized plan is essential. Our mission is to be the advisory firm that assists you in building, managing, and preserving your wealth in any economic climate. We are devoted to fostering long-term, personal relationships with each client, ensuring that the financial planning process is clear and straightforward for you.
Retirement Planning
Investment Strategies & Wealth Management
Tax-Efficient Strategies
Long-Term Care and Life Insurance
Legacy Planning & Wealth Transfer
401(k) Rollovers & IRA Transfers/Roth Conversions
Financial Planning & Asset Preservation Strategies
Annuities
Start Your Comprehensive Retirement Plan Today!
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