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Experience
The Fine Art of Planning

116 Morlake Drive, Suite 101A (P.O. Box 5366 - mailing address)
Mooresville, NC 28117
Phone:
  • 704 / 658-1040
Fax:
  • 704 / 973-9717

Sara I. Seasholtz, CFP® 

generations of trust...decades of knowledge...since 1979

Welcome to our site!  Our focus is to develop and implement long term diversified strategies that seek to help you succeed in building, spending, and preserving your wealth.

With over 30 years of experience we are privileged to work with individuals, multiple generations within families, business owners, retirees - people just like you.  We want our clients to be our best advocates.  We're passionate about what we do.

We invite you to experience the "fine art of planning" through our established processes, our customized services, and our people.  We believe you'll be glad you did!

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Contact Us

Please feel free to contact us with any questions.

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Flipbooks

You can review interesting Flipbooks on my site.

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Calculators

You can review interesting calculators on my site.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck