Our Services
How we can help you
Because we primarily serve families walking through various life changes, we understand the unique needs and questions that come of these events. With a combination of financial planning and wealth management, we help you move forward confidently.
Financial Planning
Creating a financial plan is more than just producing a map toward your financial future. It is a six-step process to help you identify and develop your goals and guide you into the future. From understanding your financial strength, to protection planning for your family, and making sure you are on track to planning for retirement, financial planning is an ongoing relationship that requires understanding on both sides.
Wealth Management
Wealth (or asset) management is making sure that you are investing in a way that keeps you in line with your goals and risk comfort. With thoughtful analysis and communication, you can feel confident in your investment decisions and that moving into the future your investments will be monitored and adjusted with your life changes.
OUR PACKAGES
Essential Planning for Widowhood, Divorce, and Blended Families
Managing finances when you’re walking through grief after the loss of a spouse, after divorce, or blending families (and blending finances) can be overwhelming. We focus on helping families in these transitions ease that overwhelm and put a plan in place that is best for your family.
Essential Planning for Widowhood, Divorce, and Blended Families
Managing finances when you’re walking through grief after the loss of a spouse, after divorce, or blending families (and blending finances) can be overwhelming. We focus on helping families in these transitions ease that overwhelm and put a plan in place that is best for your family.
Essential Planning for Couples
A couple’s financial journey is a shared narrative, one that requires careful and strategic planning. Our comprehensive financial planning and wealth management services are tailored to empower couples in building a confident future together.
Essential Planning for Individuals
An individual’s financial journey is uniquely personal, filled with distinct goals and challenges. We guide individuals through the financial planning process helping them navigate life’s transitions and work toward their long-term goals. With a focus on open communication and a commitment to personalized solutions, we are dedicated to helping individuals build financial confidence.
Essential Planning for Individuals
An individual’s financial journey is uniquely personal, filled with distinct goals and challenges. We guide individuals through the financial planning process helping them navigate life’s transitions and work toward their long-term goals. With a focus on open communication and a commitment to personalized solutions, we are dedicated to helping individuals build financial confidence.
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:
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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