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Seaton Financial Advisors, LLC. 160; . 160; . 160; . Thank you for visiting the Seaton Financial Advisors' website. This site will provide you with specific information about Seaton Financial Advisors as well as general financial information. We are an independent, fee-only. Financial advisory firm located in St. Augustine, Florida. Our goal is to provide comprehensive financial planning and investment management services to our clients. We work only in a collaborative, fiduciary. Terry Sea...

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Seaton Financial Advisors, LLC. 160; . 160; . 160; . Thank you for visiting the Seaton Financial Advisors' website. This site will provide you with specific information about Seaton Financial Advisors as well as general financial information. We are an independent, fee-only. Financial advisory firm located in St. Augustine, Florida. Our goal is to provide comprehensive financial planning and investment management services to our clients. We work only in a collaborative, fiduciary. Terry Sea...

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Home | seatonfinancial.com Reviews

https://seatonfinancial.com

Seaton Financial Advisors, LLC. 160; . 160; . 160; . Thank you for visiting the Seaton Financial Advisors' website. This site will provide you with specific information about Seaton Financial Advisors as well as general financial information. We are an independent, fee-only. Financial advisory firm located in St. Augustine, Florida. Our goal is to provide comprehensive financial planning and investment management services to our clients. We work only in a collaborative, fiduciary. Terry Sea...

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seatonfinancial.com

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Credentials

http://www.seatonfinancial.com/credentials

Turn on more accessible mode. Turn off more accessible mode. Skip to main content. Seaton Financial Advisors, LLC. Explanation of Professional Credentials. Certified Public Account (CPA). CPAs are licensed and regulated by state Boards of Accountancy. Requirements for certification:. Complete a Bachelors Degree from an accredited college plus 30 semester hours in excess of the bachelor's degree to include a total education program with concentration in accounting and business. Comply with a rigorous.

2

Investing Risk

http://www.seatonfinancial.com/investing-risk1

Turn on more accessible mode. Turn off more accessible mode. Skip to main content. Seaton Financial Advisors, LLC. One of the central tenets of Fiduciary Investing is that risks are clearly defined and communicated to the client. There are three primary risks of investing:. Loss of Purchasing Power. Fluctuations in the portfolio value are not real risks to long. Investors, however, they can become a risk if they cause emotional or irrational decisions. .

3

Investing Prinicples

http://www.seatonfinancial.com/investing-prinicples

Turn on more accessible mode. Turn off more accessible mode. Skip to main content. Seaton Financial Advisors, LLC. Characteristics of Fiduciary Investing. Client goals and financial status are clearly defined and documented. 2 The risks of investing are clearly communicated to the client. 3 The portfolio is properly designed for a risk/reward tradeoff that is appropriate for the client. Key design aspects include:. 5 Portfolio is re-balanced on a regular or as needed basis.

4

Investing Goals

http://www.seatonfinancial.com/investing-goals

Turn on more accessible mode. Turn off more accessible mode. Skip to main content. Seaton Financial Advisors, LLC. Developing and documenting clearly defined goals. Is a central tenet of Fiduciary Investing. Although investing goals are highly specific to each person, they generally fall into two categories:. 1 General Goals. These are goals that most investors have , or should have:. Grow the value of the portfolio. Preserve the value of the portfolio (don't lose money). Minimize the cost of investing.

5

Financial Planning

http://www.seatonfinancial.com/financial-planning

Turn on more accessible mode. Turn off more accessible mode. Skip to main content. Seaton Financial Advisors, LLC. What is a Financial Plan? A Personal Financial Plan provides the basis and context for making a wide range of decisions that can assist the client in achieving their personal and financial goals. The plan is also. For information on the 3 phases of financial planning please click. For information about the 10 major components of a financial plan please click.

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seatonfinancial.com

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Seaton Financial Advisors, LLC. 160; . 160; . 160; . Thank you for visiting the Seaton Financial Advisors' website. This site will provide you with specific information about Seaton Financial Advisors as well as general financial information. We are an independent, fee-only. Financial advisory firm located in St. Augustine, Florida. Our goal is to provide comprehensive financial planning and investment management services to our clients. We work only in a collaborative, fiduciary. Terry Sea...

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