Resources
Financial Virtues Survey
Take a short quiz to see if any of these common behavioral biases may be showing up when it comes to your money.
Don’t Leave Your Loved Ones Without Answers.
Complimetary Personal Docuemtn Locator and On-Demand Webinar. Get instant access to your complimetary 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
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...
Essential Planning for Widowhood
What do you do when you suddenly find yourself facing widowhood with 3 children under the age of 13 and no established “career” to fall back on? If you’ve watched my very first video, you know that this is my story. My first video is important, why? Because it’s...
Essential Planning for Career Change
Well, congratulations on the new job! Excited? I hope you are! Whether career change means you are stepping into an executive role, moving to a new company, or changing industries altogether, there’s a lot to think about. Today we are talking about career...
See our financial planning services and 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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