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

 

The best ways to manage your financial life have changed over the years. If you handle your money the way your parents and grandparents handled theirs, you may fail where they succeeded.

 

That's because the financial environment is so different today!

 

The cost of living has never been higher, while up to a third of our income goes to taxes.

 

Longer life expectancies mean we run the risk of not having enough money to retire comfortably, and being unable to care for aging parents or leave a legacy for our children.

 

And today people relocate more often, change jobs more often, have children and grandchildren later in life, and even marry more often.

 

That's why you need expert advice.

 

Our main goal is to help clients avoid financial pitfalls they may be unaware of when investing and eventually tapping their retirement accounts.

 

Things like...

 

  • How to make tax savvy withdrawals from retirement accounts. How and when you choose to withdraw from various accounts can impact your taxes and your retirement in different ways.
  • And then there are the additional potential penalties to watch out for.  There are penalties for putting in too much, penalties for taking it out too soon, and penalties for taking it out too late.
  • Learning how market volatility can ruin your retirement plans.

 

 

At Seastrunk Financial we're much more than just an investment firm: our clients enjoy professional guidance from a Fee-Only CERTIFIED FINANCIAL PLANNER® Practitioner in all areas of personal finance, including:

 

  • Investments
  • Retirement planning
  • College planning
  • Mortgages
  • Insurance
  • Estate planning

 

Professional financial help goes far beyond picking stocks or mutual funds. Hiring a CERTIFIED FINANCIAL PLANNER® arms you with the expertise and resources to plan your financial future.

 

 

 

 

 

 

 

 

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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