Retirement Planning in Houston
The Wall Street Journal November 2, 2015 issue identified Houston-based Financial Advisor Sharon Duncan among five other Five Star Wealth Manager award winners in Houston.
Referring to this as an exclusive award, The Wall Street Journal article explained that “featured winners represent some of Houston’s most dedicated wealth mangers, each committed to pursuing professional excellence and providing exceptional service to their clients.”
Sharon Duncan, president of Houston’s Selah Financial Services, says in the article that the roots of Selah Financial Services were planted with deep understanding, effective systems, real-life experience and a commitment to developing lasting relationships.
“We have worked hard to build an environment where our clients’ values and goals always remain on the table,” says Duncan, who is also the creator of Retiring FITT, a comprehensive retirement system that defines a plan and leads retirees through 25 areas of retirement that addresses both personal data and the emotional aspect of retirement.
With a strong focus on educating clients about their portfolios, all six Selah advisors pride themselves on speaking the same language as their clients so that communication is clear, and free of financial jargon.
Company : Selah Financial
Contact : Jana Stafford
Address : 1550 West Bay Area Blvd., Suite 101, Friendswood, TX 77546
Phone : 281-990-7100
Email : info@selahfs.com
Website : https://selahfs.com
