, that is a class.
SEFTON FINANCIAL PLANNING: A Trusted Partner for Your Financial Goals
When it comes to financial planning, having a knowledgeable and experienced advisor can make all the difference in achieving your goals. SEFTON FINANCIAL PLANNING has been providing expert financial guidance to clients for over 10 years. As a leading financial planning firm, they have a strong track record of helping clients navigate their financial journey successfully.
How the Advisor Helps Clients – Key Takeaways
SEFTON FINANCIAL PLANNING offers a comprehensive range of financial services to help clients achieve their goals. Some of the key takeaways of their approach include:
- Developing customized financial plans tailored to each client’s unique needs and goals
- Providing objective and unbiased advice
- Constantly monitoring and adjusting the plan as needed
- Empowering clients with financial knowledge and education
- Building long-term relationships based on trust and integrity
Facts and Insights
SEFTON FINANCIAL PLANNING has a solid reputation in the financial industry and is known for their expertise, professionalism, and commitment to their clients. Here are some facts and insights about the firm:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million* | 10+ | 10+ years |
*as of 2020
Financial Services Offered
SEFTON FINANCIAL PLANNING offers a wide range of financial services to help clients achieve their goals at every stage of their financial journey. Some of their services include:
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance planning
- College planning
- Business succession planning
Client Types
SEFTON FINANCIAL PLANNING works with a diverse range of clients, including individuals, families, and business owners. They understand that each client has unique needs and they tailor their services accordingly to provide personalized financial solutions.
Fees and Compensation
As a fee-only financial planning firm, SEFTON FINANCIAL PLANNING does not earn commissions on the sale of financial products, ensuring their advice is solely focused on their clients’ best interests. They have a transparent fee structure and will fully disclose all fees and compensation to their clients.
Background
SEFTON FINANCIAL PLANNING was founded by John Sefton, a renowned financial expert with over 20 years of experience in the industry. He leads a team of highly qualified and experienced advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
SEFTON FINANCIAL PLANNING believes in complete transparency and compliance with all regulations and disclosures. Here are some important disclosures to be aware of:
- Registered with the Securities and Exchange Commission (SEC)
- Member of the Financial Industry Regulatory Authority (FINRA)
- Compliant with the Investment Advisers Act of 1940
- Subject to annual audits and compliance reviews
Overall, SEFTON FINANCIAL PLANNING is a reputable and trusted financial partner that clients can rely on for expert guidance and support. They are committed to helping their clients achieve financial success and providing them with the peace of mind and security they deserve. Contact them today to see how they can help you plan for a brighter financial future.