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 Document 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
Financial Steps to Take When Blending Families: Before and After “I Do”
Blending families can be a joyous yet complex process; bringing together different dynamics, new financial considerations, and the emotional adjustments. Whether you're newly remarried or preparing to tie the knot, here are essential steps to ensure a smooth...
8 Steps of Transitioning into Retirement and Early Retirement
Transitioning from a career-driven life to one filled with relaxation, new opportunities or new experiences is exciting but don’t let that excitement be short lived! For those transitioning into retirement or considering early retirement, the journey requires careful...
Mastering the Game: The Parallels of Golfing and Investing
I recently picked up golf, and it's fascinating how many parallels exist between the sport and investing. Both require patience, strategy, and the ability to adapt to changing circumstances. Just like transitioning through different phases of life, whether it's a...
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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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