Resources
Gain Clarity with a Snapshot of Your Complete Financial Picture
Try our user-friendly mapping software with informative visualizations. Complete the survey and we will make you a visual summary of your finances.
Don’t Leave Your Loved Ones Without Answers.
Complimentary Personal Document Locator and on-demand webinar. Get instant access to your complimentary personal document locator and the webinar to show you how to use it!
Download the Personal Document Locator
This Personal Document Locator is simply a detailed list of where you store your important records and papers and who your primary advisors and contacts are. This list will assist your loved ones in the event of your death or disability.
Download the Guide to Starting or Buying a Business
Thinking of starting a business? You have many options such as starting something new, buying a current business, or opening a franchise. This guide reviews some of the risks and benefits of each of these options, along with some helpful starting information.
Download the Guide to Money Issues that Concern Married Couples
If you’re engaged to be married soon, congratulations! It’s an exciting time of life. To help you and your soon-to-be spouse start off on the right foot financially, here’s a guide to some of the important conversations to have before your wedding day, or soon thereafter!
Download the Guide About Planning for Remarriage
If you’re getting ready to remarry – congratulations! As you and your partner prepare for this new journey, there are important financial decisions to make and conversations to have. This guide reviews those topics and provides some discussion points for you to get started.
Recent Blogs
Why Working With a CDFA® Matters: Financial Clarity Through Divorce
Divorce isn’t just emotional—it’s financial. Every decision made during this time ripples into the future, affecting everything from a home and retirement to how someone rebuilds stability for themselves and their family. That’s why having guidance from someone who...
How to End the Year Financially Prepared – No Matter What Life Brings Next
The end of the year always sneaks up, doesn’t it? One minute it’s back-to-school, the next it’s holiday chaos, and suddenly we’re promising ourselves that next year will be “the year we get organized.” But if life has thrown you a few curveballs - like loss, divorce,...
The Power of Preparation: Why Life Transitions Deserve a Financial Plan (Before They Happen)
We rarely plan for change we plan to avoid it. But the truth is, transition is part of every life story. Marriage. Kids. Divorce. Loss. Retirement. Career reinvention. The most resilient families aren’t the ones who never face change, they’re the ones who prepare for...
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Sephton Financial, LLC
314 Washington Ln, Jenkintown, PA 19046
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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