See our Employee
Profiles
Sechrest Financial
Services, LLC (SFS), a fee-only financial services company, strives to
help you define and reach your lifetime planning goals. By combining the
expertise of Sechrest & Associates, CPAs with Sechrest Financial
Services, LLC, we offer comprehensive and all-encompassing life planning
for individuals and businesses. Our
integrated approach gives you the benefit of financial advisory services
that consider the tax and accounting implications of all decisions.
By using this synergistic approach, you are able to meet your
specific goals in a cost-saving and tax-beneficial manner.
Unlike many financial
planners and investment advisors, we do not arbitrarily pigeon-hole you
in a specific investment allocation; rather, we customize your financial
plan and provide asset allocation guidelines based upon your goals and
risk tolerance.
We are educational
and guiding in our approach. We
value a high level of client contact and involvement.
Our mission is to help you make wise financial decisions whatever
your stage in life, business development or financial savvy. Thus our
motto: “Navigating your financial course”.
