Financial Planning

Let us guide your financial future

Do you have questions about your long-term financial goals?  Do you need to roll over a 401K or purchase a life insurance policy?  The independent financial professionals from Financial Fitness can help.  These advisors can help you with your long-range financial future and answer any questions regarding:

  • Investments
  • Retirement Plans
  • 401(K) Rollovers
  • Roth & Traditional IRA's
  • College Planning/529 Plans
  • Mutual Funds
  • Annuities
  • Life Insurance
  • Long-Term Care Insurance
  • 403(B) & 457(B) Plans available through participating employers

Whitney Brady

Cell: (432) 557-4310
Texas Insurance Lic # 797820

Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Financial Fitness, First Basin Credit Union and PlanMember Securities Corporation are independently owned and operated companies. PlanMember is not responsible or liable for ancillary products or services offered by Financial Fitness, First Basin Credit Union or this representative.

Check the background of this firm or investment professional on FINRA's BrokerCheck or visit brokercheck.finra.org for more info.

Investments are:  Not a deposit – Not FDIC or NCUA/NCUSIF insured – Not bank or credit union guaranteed – Not Insured by any federal government agency – May lose value