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
Blending Families and Blending Finances: A Financial Planning Guide for Your New Chapter
Love Brings Families Together, Planning Keeps Them Strong Blending families is one of the most hopeful, and complicated, life transitions there is. You’re not just building a new relationship. You’re merging: Histories Children Assets Responsibilities Financial habits...
The Financial Journey After Widowhood: How to Rebuild, Protect, and Move Forward With Confidence
Financial Planning After the Loss of a Spouse is A New Chapter You Never Asked For No one wants to plan for widowhood. Yet for so many women and men, it becomes a defining chapter… one filled with grief, exhaustion, and decisions that feel impossibly heavy. In the...
What to Do Financially When Life Changes Overnight
When life changes in an instant, so do your priorities. Whether it’s the sudden loss of a spouse, a divorce, or another major life shift, the world can feel like it’s tilting off its axis. You’re balancing emotional upheaval, logistics, and decisions you never...
See our financial planning services and Checkout Donna's background on FINRA's BrokerCheck
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.
**************************************
This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site,visit the Cetera Financial Specialists LLC site at www.ceterafinancialspecialists.com
Online Privacy Policy | Important Information| Business continuity Plan
This communication is strictly intended for those residing in AZ, DC, DE, FL, GA, IL, MA, MD, NJ, NY, OR, PA, VA, VT, WA
This site contains third-party links. The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website.