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Associates

Sara I.  Seasholtz, CFP

Mary Jo Lyons, CFP

Joyce K. Whitworth

About Us

  • Our Firm
  • Our Associates
  • Our Services
  • Our Experience - Featuring Sara
  • Our Experience - Featuring Mary Jo
  • Story of Our Name and Brand
  • Our Locations
  • Experience the Fine Art of Planning
  • Our Mission
  • Featured Links
  • Tell A Friend
Contact Us

136 Gateway Blvd., Suite C
(P. O. Box 5366 - mailing address)
Mooresville, NC 28117

Phone: 704 / 658-1040
Fax: 704 / 973-9717

Info @FinancialStrategiesforLife.com
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*Securities and investment advisory services offered through FSC Securities Corporation.  A registered broker/dealer.  Member FINRA and SIPC.  A SEC registered investment advisor. Preferred Financial Strategies is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment advisor.