SELF Wealth

SELF Wealth is a Financial Planner in Macon, GA, located at 1305 Hardeman Ave Ste. 200, Office #120. The firm provides comprehensive retirement planning and wealth management services to individuals seeking to build, manage, and preserve their assets. Led by CEO Shayna Fossum, SELF Wealth operates as an independent advisory firm that prioritizes client interests, offering personalized strategies for retirement income, investment management, tax-efficient planning, long-term care, life insurance, legacy planning, 401(k) rollovers, IRA transfers, Roth conversions, and annuities. The firm utilizes a five-step D.R.E.A.M. Planning Process, which includes Discover, Review, Explore, Action, and Monitor stages to help clients navigate financial complexities. Clients receive attention tailored to their unique financial profiles, including assets, income, expenses, age, and risk tolerance. The office operates by appointment only, with hours from 9:00 a.m. to 5:00 p.m. Monday through Thursday, and 9:00 a.m. to 2:00 p.m. on Friday.

Shayna Fossum serves as the primary advisor, bringing Series 7 and 66 licenses along with licenses in life, health, and annuity insurance to her practice. Her background includes personal experience with financial hardship, which informs her approach to helping clients prepare for retirement. She works to anticipate challenges and address them proactively, aiming to keep clients on track toward a purpose-driven financial future. Outside of her professional life, Shayna is a devoted wife and mother. She and her husband, Karl, are nearing their 29th anniversary and are the proud parents of nine children and grandparents to two grandchildren. She enjoys reading, home design, and volunteering in her community and church. Securities are offered through Innovation Partners LLC, a Member of FINRA/SIPC.

SELF Wealth holds a 5.00 rating based on customer reviews.

By combining personalized strategic planning with a client-first philosophy, SELF Wealth helps Macon residents navigate the complexities of retirement and wealth preservation.

The office is on Hardeman Ave, about a tenth of a mile from Georgia Avenue and a fifth of a mile from College Street. It is also near the Middle Georgia Regional Library and Washington Park, both roughly two tenths of a mile away.

BizScoreAI gives SELF Wealth a Discoverability score of 100 out of 100, which ensures AI crawlers can find every page of the website so they can recommend the business. The Technical score is 98 out of 100, meaning the site is secure and indexable for search engines without errors. The firm ranks number 2 of 15 Financial Planner businesses that BizScoreAI has scored in Macon.

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