SELF Wealth

SELF Wealth is a financial planner in Macon, GA. The firm provides retirement planning, investment strategies, wealth management, and tax-efficient strategies, along with long-term care and life insurance, legacy planning and wealth transfer, 401(k) rollovers, IRA transfers, Roth conversions, annuities, and financial planning and asset preservation strategies. Every client receives a personalized plan built around their individual assets, income, expenses, age, and risk tolerance.

The firm operates as an independent advisory practice led by Shayna Fossum, who serves as CEO and Financial Advisor. Fossum holds the Series 7 and 66 licenses and is licensed in life, health, and annuity insurance. Her own experience with financial hardship at a young age shapes her perspective on helping clients prepare for retirement. The practice follows the D.R.E.A.M. planning process, a five-step approach: Discover, Review, Explore, Action, and Monitor. From planning through execution and follow-up, the firm takes a proactive approach to crafting strategies, prioritizing client interests and working to anticipate challenges before they arise. The name S.E.L.F. stands for Succeed, Empower, Lift others, Financial freedom, and reflects a mission of fostering long-term personal relationships with each client. The office is at 1305 Hardeman Ave Ste. 200, Office #120 in Macon and is open by appointment, Monday through Thursday from 9:00 a.m. to 5:00 p.m. and Friday from 9:00 a.m. to 2:00 p.m. The firm can be reached at (478) 200-5175.

SELF Wealth holds a 5.00 rating based on the customers who have reviewed it.

Shayna Fossum's Series 7 and 66 credentials and her independent advisory approach give SELF Wealth a retirement planning practice in Macon centered on each client's specific goals.

The office sits on Hardeman Ave in Macon, about a tenth of a mile from Georgia Avenue and roughly two tenths of a mile from the Middle Georgia Regional Library. Washington Park is within a short distance to the south.

BizScoreAI rated the business with a Discoverability score of 100 out of 100, meaning AI crawlers can access and find every page of the website so AI assistants can recommend the business. The Technical score came in at 98 out of 100, showing the website is technically sound, secure and indexable so search engines can read it without errors. SELF Wealth ranks number 2 of 15 Financial Planner businesses that BizScoreAI has scored in Macon.

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