Skip to main content
ExperienceThe Fine Art of Planning
ExperienceThe Fine Art of Planning
  • Home
  • About Us
    • Our Firm
    • Our Mission
    • Featured Links
    • Tell A Friend
    • Our Associates
    • Our Services
    • View my Accounts
    • Twitter
    • Our Experience - Featuring Sara
    • Story of Our Name and Brand
    • Our Locations
    • Experience the Fine Art of Planning
    • Access Your Private Client Website
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Market Watch
    • Detailed Quotes
    • Symbol Lookup
    • Multi Quote
    • Markets at a Glance
    • Charting
    • Portfolios
  • Request A Quote
    • Long-Term Care Insurance
    • Life Insurance
    • Disability Income Insurance
    • 401(k) Information Request
    • Information Request
  • Contact Us

Experience
The Fine Art of Planning

  • Facebook Icon
  • Twitter Icon
  • LinkedIn Icon

Sign up for our E News

Click here for our monthly e-newsletter.

FSC Securities Form CRS

Securities and investment advisory services provided by Sara Seasholtz are offered through FSC Securities Corporation, member FINRA/SIPC. Preferred Financial Strategies is not affiliated with FSC Securities Corporation and is not a registerd broker/dealer or investment advisor. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC. 

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Broadridge Financial Solutions to provide information on a topic that may be of interest. Broadridge Financial Solutions is not affiliated with the named representative, broker/dealer, state, or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

This communication is strictly intended for individuals residing in the states of AL, CA, CT, FL, IL, MA, MD, ME, MI, MO, NC, NM, NY, OH, SC, TX, VA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

 

 

 

 

 

 

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