GAIN FINANCIAL CLARITY FOR MOVING FORWARD

Financial planning to help you gain clarity on your new financial picture and develop a financial and protection plan to move forward with confidence.

DOES YOUR FINANCIAL LIFE SUDDENLY FEEL… DIFFERENT?

Has your career or business suddenly taken off? Have you come into inheritance? Become empty nesters? Widowed? When your financial life changes, it creates new levels of complexity and new opportunities. At Sephton Financial we provide comprehensive financial planning and asset management to those who have these unique planning needs so they can move forward with clarity and confidence:

Widowhood

The loss of a spouse can leave you feeling lost. It is our mission to be a trusted resource during this time. We’re here to help you understand the financial implications of widowhood and develop a plan for your new future.

Career Change

With a new career, or business, suddenly taking off it can feel both exciting and overwhelming. We help you understand your current state of finances to make this transition as beneficial as possible.

Inheritance

Suddenly coming into money you’ve never had before can be overwhelming. We help you put a plan into place to get that money working for you so you can make better financial deicisions.

Divorce

When the future begins to look different than you had planned, it’s important to take a stap back and reevaluate your finances. We work with you to build a financial plan of your own to help you reach your goals for you and your family.

Blended Families

Plan before you need it. Whether you are blending families, or welcoming children, it’s an great time for you and your (future) spouse to review your combined financial picture and create a roadmap for your new goals.

Empty Nesters

Becoming an empty nester can suddenly free up some finaces ad time. So, what next? Do you still need two incomes? Have your goals changed now that the kids have their own? Let’s put a plan in place for this new phase of life.

Plan for tomorrow.

Plan for the unexpected.

Get your complimentary Personal Document Locator to get organized for your family.

Get Our Financial insights

From the latest blogs and podcasts….

What is a ROTH IRA?

What is a ROTH IRA?

One question I often hear is “Should I use a ROTH or a Traditional IRA in savings? “  I consider these two individual retirement savings as paternal twins.  Each share something similar, like twins share a birthdate, both help you save for retirement. ...

Traditional IRAs

Traditional IRAs

Saving early for retirement can have a HUGE impact on supporting a nice retirement lifestyle in your later years, and many adults, young and middle age alike, get that. But, at the same time, not all adults are working for companies that offer employer-sponsored...

The Widow, wisdom, and wealth™ Podcast

Crucial discussions about life and finances

Featured Episode

“The Questions You Must Ask Your Financial Advisor”

Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We’re discussing the vital questions that bring transparency and depth to your financial advisory relationship.

About Sephton Financial

We guide our clients toward financial confidence and clarity to take advantage of opportunities that may come their way.

Sephton Financial was founded by Donna Kendrick, CFP®, CDFA®. Donna focuses her practice on financial planning for families in transition, the unique planning needs of those whose tomorrow looks different from their today.

Donna understands first hand that life has many transitions. Having been widowed suddenly at age 40, reinventing her career, and blending her current family, she understands these unique needs and can give you clarity for moving forward!

Get in touch with us today.

Whether you've currently experienced a major finanical transition or want to prepare for life’s unexpected situations, we would love to get to know you! Schedule a complimentary 10-minute introduction call with Donna right here:

Checkout Donna’s background on FINRA’s BrokerCheck

Sephton Financial, LLC

8200 Flourtown Ave
Suite 1B
Wyndmoor, PA 19038
o. 215 948 3945  f. 267 422 3664

Registered Representative offering securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Sephton Financial, LLC and Cetera are not affiliated.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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