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,

 

 

 

Free Investment Portfolio Review

 

 

A comprehensive, no obligation review of your current portfolio

 

 

 

Is your portfolio properly positioned, regardless of what the future holds? If you’re not sure, now is the time to review your current portfolio, to ensure that you aren’t:

 

  • taking too much risk

 

  • suffering returns that are too low

 

  • paying too much in fees

 

  • or simply if you own investments that are unsuitable or inappropriate for you based on your individual or family situation.

 

 

To get started:

 

Fill out and submit the form below and we will contact you to get started.

 

or call us at 843-661-0220

 

 

 

 

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