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

 

 

 

 

 

 

 

 

Protection for Your Assets

 

    As your financial advisor, you expect us to make thoughtful, carefully researched decisions, and to keep your best interests in mind.

 

We use a similar approach when we make decisions about the service providers we employ to help us meet your financial objectives.

 

As a result we have selected Fidelity Investments to be the custodian for the investments that you entrust to Seastrunk Financial Management, LLC.

 

Securities in accounts are protected in accordance with the Securities Investor Protection Corporation (“SIPC”) up to $500,000 (including cash claims limited to $100,000). For details, please see www.sipc.org.

 

Supplemental Asset Protection

 

    Fidelity recognizes that many investors have accounts with balances in excess of the coverage provided by the SIPC and has, through National Financial Services LLC, arranged for additional protection for cash and covered securities to supplement its SIPC coverage.

 

This additional protection covers total account net equity in excess of the $500,000/$100,000 coverage provided by SIPC. Neither coverage protects against a decline in the market value of securities.

 

The Strength of Fidelity Investments

 

      Fidelity has been serving the needs of individual investors and investment professionals for nearly 60 years and, today, is one of the largest privately owned financial services companies in the world.

 

As experts in the financial services field, they have a thorough understanding of the products and services we need in order to best serve you, and they provide these to us through one of the industry’s most efficient and technologically advanced brokerage platforms.

 

 Access to an Extensive Range of Products and Services

 

    Working with Fidelity gives us access to a wide range of products and services — those offered by Fidelity as well as other firms — that can help  us achieve your financial objectives.

 

 Broad Selection of Investments

 

    With one of the largest mutual fund supermarkets in the industry, working with Fidelity enables us to select what we think are the best investments for your portfolio, from more than 5,600 mutual funds from over 400 fund families.

 

     The wide selection of products and services offered through Fidelity, combined with their advanced brokerage platform and additional asset protection, provide a solid foundation to help us work together to achieve your financial objectives.