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

Your Responsibilities

 

It is your responsibility to update the information you have given me about your personal and financial circumstances. You will be sent account reports at least quarterly. You also can access the reports online. You should review these documents carefully. Let me know if you want to talk about the information in these documents.

 

Timing of the Engagement

 

Our engagement will continue until one of us decides to change or end it. If you decide to change or end the engagement, you just need to tell us. We can do the same, but we will tell you in writing.

 

Your Personal Information

 

My firm has adopted and implemented policies about protecting and sharing your non-public personal information. We have given you our privacy policy.

 

Thank You for Working with Us

 

Thank you for choosing us to work with you. I look forward to getting to know you better. You may reach me at conrad@seastrunkfinancial.com or 843-661-0220.

 

 

 

Sincerely,

 

 

 

Conrad E Seastrunk, CFP

 

 

 

Copyright ® 2020 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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