Financial Fitness Planning

Financial Fitness Planning

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 planners from the Investment Solutions Group can help.  Located in our 8th street branch, 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

1010 E. 8th St., Suite 320
Odessa, TX 79761
Office: (432) 333-5680
Cell: (432) 557-4310

Web: Plan Member Services - Whitney
Email: Whitney_Brady@planmembersec.com

Nancy Mitchell

1010 E. 8th St., Suite 320
Odessa, TX 79761
Office: (432) 580-3080
Cell: (432) 557-3975

Web: Plan Member Services - Nancy 
Email: Nancy_Mitchell@planmembersec.com

TX Insurance Lic# 686145

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 http://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