eMoney

eMoney is Amazing

INTRODUCING eMONEY ADVISOR™
FOR CLIENTS OF SEASTRUNK FINANCIAL MANAGEMENT

Now available to Seastrunk Financial clients, eMoney allows you to organize your financial life with your own digital wealth management portal.

Features include:

    • A consolidated view of everything you own and everything you owe; Updated daily;
    • The ability to track spending habits, set a budget, and monitor cash flow to stay on the right track;
    • Use our document vault to securely store and share investment statements, estate planning documents, and tax returns.
    • Comprehensive financial planning platform. eMoney Advisor provides a suite of tools that help us create, monitor, and update financial plans for you, from basic to complex.
    • Client portal and engagement. eMoney Advisor lets us share financial plans, reports, documents, and messages with you through a secure and interactive portal. We can also use features like screen sharing, goal planning, lead capture, and gamification to enhance your experience.
    • Data aggregation and reporting. eMoney Advisor collects and updates data from over 20,000 sources, including bank accounts, investment accounts, insurance policies, loans, mortgages, and more. We can use this data to generate comprehensive reports and insights for you.
    • Security and compliance. eMoney Advisor uses industry-leading security measures to protect your data, such as encryption, firewalls, backups, audits, and multi-factor authentication. 
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    WARRANTIES & DISCLAIMERS
    There are no warranties implied.

    Seastrunk Financial Management LLC is a registered investment adviser in Florence, SC. Seastrunk Financial Management LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Seastrunk Financial Management LLC’s website is limited to disseminating general information about its advisory services and access to additional investment-related information, publications, and links. Accordingly, the publication of Seastrunk Financial Management LLC’s website on the Internet should not be construed by any consumer and/or prospective client as Seastrunk Financial Management LLC’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Seastrunk Financial Management LLC with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
    For information about the registration status of Seastrunk Financial Management LLC, please contact the state securities regulators for those states in which Seastrunk Financial Management LLC maintains a registration filing. A copy of Seastrunk Financial Management LLC’s current written disclosure statement discussing its business operations, services, and fees is available at the SEC’s investment adviser public information website – [www.adviserinfo.sec.gov](http://www.adviserinfo.sec.gov) – or from Seastrunk Financial Management LLC upon written request.
    Seastrunk Financial Management LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to its website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience, and all users should be guided accordingly.
    This website and the information are provided for guidance and informational purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
    Seastrunk Financial Management has independently produced these materials. Seastrunk Financial Management is independent of, and has no affiliation with, Fidelity Investments or affiliates (“Fidelity”). Fidelity is a registered broker-dealer and member of SIPC. Fidelity has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials, nor has Fidelity independently verified any of the information in them. Seastrunk Financial Management provides investment advice, while Fidelity maintains custody of your assets in a brokerage account and will effect transactions for your account on our instructions.