SEF Financial provides wealth management strategies that are custom tailored to you. We know that money, goals, and lifestyle are personal. For this reason we create a personalized Financial Pathway that is unique to you. And we do it with the absolute best, most responsive customer service.

The process starts with a “Get to Know You” meeting where we learn about your current financial situation, objectives, risk tolerance, and time horizon. We then explore other important questions you might have such as “Am I saving enough” or “What else should I be thinking about”.

After this initial meeting we analyze the information and create a Financial Pathway which is designed specifically for you. This Financial Pathway represents the strategy and tactics that will help you achieve your financial objectives and provide peace of mind.

Finally, we monitor your progress against the objectives that we’ve established together and adjust as necessary due to life or market events.