Conrad Seastrunk, Florence Financial Advisor, Florence Financial Planner, Florence fee only financial planner,

 

 

Whether you’re saving for a goal or setting up a plan for your business, we want you to feel confident that you’re in good hands. And while we don’t know everything about everything, we know where to find the solutions to your financial needs that may not fall within our expertise.

 

We serve clients locally and across the country for financial planning and investment management.

 

An initial meeting can be held at our offices or we can meet with you virtually via video call (or just a phone call if you prefer).

 

We are a family team who work together to serve our clients and we are passionate about helping each client making smart financial decisions.

 

Making smart financial decisions requires a huge amount of time to research, learn, and keep up with the ever changing rules of money.  So unless you are a little on the odd side (like we are) and really enjoy this kind of thing you probably are wondering to yourself if you are making smart financial decisions.

 

That's where we come in.

 

If you are the kind of person who would like to have more control over your financial life you are going to love our services.

 

Whether you want help with a business or your individual finances, we start with an informal discussion, typically at no cost. This is primarily for you to describe the topics you’d like help with. If we are a good fit for your needs, We provide an overview of what we propose for your situation, and then tell you how much we will charge and how you pay. From there, it’s up to you.

 

Seastrunk Financial is a fee-only financial planning firm. We do not receive commissions, so you do not need to transfer assets in order to work with us.. However, we can (and often do) handle investments. Billing falls into two general categories:

 

1. Hourly or flat fees: That option may be appealing if you:

 

  • Only want financial planning advice, or you just have questions on a handful of topics
  • Want to handle everything on your own after speaking with a professional
  • Have assets that are unavailable or cost-prohibitive to move

 

2. Assets under management (AUM): This option allows you to hand off investment tasks:

 

And while good advice doesn't have to be expensive, poor or tainted advice will almost always cost you dearly no matter how little you pay for it.

 

 

 

 

  Seastrunk Financial was founded in Florence, South Carolina in 1994 and is located at 121 S Cashua Dr. in Florence, South Carolina.

 

 

 

 

 

 

 

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.

Copyright ® 2020 Seastrunk Financial Management, LLC

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