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Planning For You

We are honored to be involved in such an important part of our clients' lives.

Are you prepared for the future?

Planning Is Our Passion

Selby Insurance & Financial will take the time to understand your goals and your tolerance to risk in order to investigate your investment options. We will review your current investments and research a mixture of investment options to help you build your diversified portfolio. We will present and review your plan to help you work towards reaching financial independence.

Financial Roadmap

Let Us 

Help You

With Your 

Journey.

Products We Offer

Stocks

Bonds

Mutual Funds

Exchange Traded Funds

Unit Investment Trusts

REIT's

Fixed & Variable Annuities

Life Insurance

Long-Term Care Options

Managed Accounts

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FINRA BrokerCheck

PROSPECTUS OFFERING

 

Stocks, mutual funds and variable products are not suitable for all investors.  Before making any purchases you should carefully read the prospectus and prospectuses for the underlying investment portfolio of variable products and other information about the investment company.  In addition to carefully reviewing the prospectus you are advised to consider carefully the investment objectives, risks, charges and expenses of the investment before investing.  A prospectus may be obtained by contacting Selby Insurance and Financial or directly from the mutual fund, insurance company, or offering entity. 

 

Prospectus offering for ETF:

Exchange Traded Funds are not suitable for all investors.  Before making any purchases you should carefully read the prospectus or product description if a prospectus is not available.  In addition to carefully reviewing the prospectus you are advised to consider carefully the investment objectives, risks, charges and expenses of the investment before investing.  A prospectus may be obtained by contacting Selby Insurance and Financial.

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