Copyright ® 2018 Seastrunk Financial Management, LLC

Seastrunk Financial Management, LLC and Fidelity Investments are independent companies and are not affiliated. There is no form of legal partnership, agency, affiliation or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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SEASTRUNK

PRIVATE WEALTH

MANAGEMENT

 

 

 

In today’s rapidly changing world, you are faced with an incredible array of investment choices.

 

Any financial institution will be happy to help you invest your money, but that's just one part of creating a successful retirement.

 

You will need to know...

 

  • Will your savings be enough to support a decent standard of living throughout your retirement years?

 

  • How much will your investments and retirement income affect your taxes?

 

  • Will your investments be consistently monitored and changed as your  needs and market conditions dictate?

 

  • And how will all this fit in with your estate plan — to pass assets on to your family with the least amount of cost and hassle (avoiding probate).

 

With a Seastrunk Financial MAP, you have access to a CERTIFIED FINANCIAL PLANNER® Practitioner, without paying any sales commissions to your advisor.

 

Seastrunk Financial's investment advisor representatives are Fee-Only. We also are not paid the majority of our compensation "up front" so we stay incentivized to monitor, evaluate and service your ongoing financial needs.

 

Simply tell us about your situation, and leave the rest to us. We will present you with an investment portfolio tailored specifically to your life, and we'll handle all the tax record-keeping chores for you, conduct periodic reviews with you, and answer any financial questions you have whenever they arise. And although we don't know everything about everything we usually know where to get the answers you need.

 

 

 

Note: There are risks associated with investing, including possible loss of principal. Past performance does not guarantee future results. Investors should consider their investment objective, risks, charges and expenses carefully before investing in anything.

 

*Depending on your situation you may incur the following fees, IRA and retirement plan fees, transfer fees, SEC fees, 12b-1 fees for certain money market funds, expenses charged by mutual funds (including management fees, custody of fund assets and other fund expenses), variable annuities and exchange-traded funds, or other fees or taxes that are required by law.