Today is an opportunity to make the kinds of informed financial planning decisions that will minimize risk, maximize return and enable a better tomorrow. We are a financial partner for the long haul, working together with clients to help them achieve success. Do you know how cash balance retirement plans can help small business owners reduce taxable income and catch up on their savings?
This article discusses socially responsible investments that may enable the pursuit of financial returns and make a positive global impact. Learn the story behind the extreme volatility of "meme" stocks promoted through social media, including the risk for individual investors. Find out how inflation and interest-rate fears, regulatory or legislative action, and other factors could influence stock prices in 2021.
This article discusses socially responsible investments that may enable the pursuit of financial returns and make a positive global impact. Learn the story behind the extreme volatility of "meme" stocks promoted through social media, including the risk for individual investors. Find out how inflation and interest-rate fears, regulatory or legislative action, and other factors could influence stock prices in 2021.
Services
Wealth management is not just for the wealthy.
Anyone who is committed to setting lifetime goals and regular savings has the power to plan, build, and protect their assets.
We can help.
Many financial planning firms require that you have significant assets before they even consider taking you on as a client.
At Southeast Financial Group, our model is different.
We focus on making wealth management more accessible.
We strive to build enduring, lifelong relationships with our clients and their families now and in the future - recognizing that needs change as the economy changes, as individuals rise in their careers, as unforeseen situations arise, and as people grow from just starting out to nearing retirement.
Anyone who is committed to setting lifetime goals and regular savings has the power to plan, build, and protect their assets.
We can help.
Many financial planning firms require that you have significant assets before they even consider taking you on as a client.
At Southeast Financial Group, our model is different.
We focus on making wealth management more accessible.
We strive to build enduring, lifelong relationships with our clients and their families now and in the future - recognizing that needs change as the economy changes, as individuals rise in their careers, as unforeseen situations arise, and as people grow from just starting out to nearing retirement.
Southeast Financial Group (SEFG) believes that anyone who is ready to invest in themselves deserves access to wealth management solutions that will help them make continued progress in their lives.
We help people implement attainable and easy-to-follow strategies to plan, build, and protect their assets.
Founded in 2001 by Certified Financial Planner, Ed Secrest, SEFG has grown to become an independent Registered Investment Advisory with $110M in Assets Under Management.
Today, we are staffed by a team of passionate and dedicated financial planners, research analysts and investment advisors who help clients to plan, build and protect their assets.
We help people implement attainable and easy-to-follow strategies to plan, build, and protect their assets.
Founded in 2001 by Certified Financial Planner, Ed Secrest, SEFG has grown to become an independent Registered Investment Advisory with $110M in Assets Under Management.
Today, we are staffed by a team of passionate and dedicated financial planners, research analysts and investment advisors who help clients to plan, build and protect their assets.
This meeting is designed to acquaint you with our services, give us an opportunity to understand your unique financial concerns and provide you with specific information regarding our practices and fees.
Along with this, we will mutually establish what your expectations are for us and whether an ongoing partnership is the right fit.
Based on our introductory meeting, we will discuss in more detail your personal and financial goals.
We will delve into more of the details of your situation and sketch a preliminary financial plan.
Along with this, we will mutually establish what your expectations are for us and whether an ongoing partnership is the right fit.
Based on our introductory meeting, we will discuss in more detail your personal and financial goals.
We will delve into more of the details of your situation and sketch a preliminary financial plan.
We see this all the time.
A financial planner designs a comprehensive wealth management model and then instructs his or her client to contact outside vendors and put it into action.
We take on the task of coordinating with qualified estate planning, insurance, tax planning, and retirement planning pros, among others, so that everything is coordinated and in sync.
We know that one size doesn't fit all when it comes to financial planning and investing and we work to design solutions that offer a broad array of choice and are customized to a client's unique goals.
A financial planner designs a comprehensive wealth management model and then instructs his or her client to contact outside vendors and put it into action.
We take on the task of coordinating with qualified estate planning, insurance, tax planning, and retirement planning pros, among others, so that everything is coordinated and in sync.
We know that one size doesn't fit all when it comes to financial planning and investing and we work to design solutions that offer a broad array of choice and are customized to a client's unique goals.
You'll find a wealth of content to inform and help educate - dozens of articles, an extensive list of financial calculators, and a glossary of financial terms.
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
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