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.
JOHN J. O’REILLY, JR
PRESIDENT, FIT FINANCIAL LLC
512-764-0406
joreilly@signalsecurities.com
Live Today.
Plan for Tomorrow.
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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.
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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
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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
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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?
