Live Healthy. Invest Wisely.

PLANNING WITH A PERSONAL TOUCH

Fit Financial will help you design a plan that addresses all of your financial goals. We provide our clients with a unique balance of financial experience and personal service.

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JOHN J. O’REILLY, JR

PRESIDENT, FIT FINANCIAL LLC

512-764-0406

joreilly@signalsecurities.com

Live Today.

Plan for Tomorrow.

  • At Fit Financial, we recognize that every situation is unique. Our investment strategy is driven by your individual goals, wants, and needs, building lasting financial relationships that offer honest, independent, objective advice. All of our clients receive the utmost in personal attention. Dedicated to working one-on-one with you as your needs change will always be the guiding principle.

  • Financial Planning

    Asset Accumulation (Wealth Accumulation)

    Asset Protection (Wealth Preservation)

    Tax Reduction Methods

    Investment Advisory Asset Management

    Stocks

    Bonds

    Mutual Funds

    Unit Investment Trusts

    Money Markets

    CD’s

    College Planning

    529 plans

    UTMA accounts

    ESA

    Retirement Planning

    IRA’s

    IRA rollovers

    ROTH IRA’s

    SIMPLE IRA’s

    SEP IRA’s

    401(k)’s

    403(b)’s

    457 plans

    Annuities

    Insurance Planning

    Life Insurance

    Health Insurance

    Long Term Care Insurance

    Disability Insurance

  • Our advisory accounts are based on asset fees not transactions, giving you the flexibility to access a wide variety of investment choices.

    When our expertise is combined with the advisory platform offered by Signal Securities and custody at Charles Schwab Institutional, we share a common objective: to protect and grow your assets.

    Fit Financial offers a broad spectrum of advisory products including:

    Stocks

    Bonds

    Mutual Funds

    Unit Investment Trusts

    Money Markets

    CD’s

  • Check back for updates, articles, and other.

Do you spend more time planning a vacation than your retirement?

Your children have spent years preparing for college. Have you?

Do you have measures of certainty in uncertain times with insurance?

Do you have a personalized investment strategy based on your unique and evolving needs?

Contact Fit Financial Today.

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