Broker Check

5 Hatfield lane
Suite #2A-2
Goshen, NY 10924

LinkedIn

SEP Financial Services

(845)-618-1700

 

Our Team Approach

"We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients"-Steve Plain.

Fact: Steve & Della have worked together for over 17 years.

We will help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We can answer your most pressing questions like:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • FAFSA-Where do I begin?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • Should I consider Long-Term Care Insurance?

As experienced professionals we have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation. We provide a tailor made plan and explain how best to implement the strategies to best produce your desired outcome.

It's simple, from the first greeting to the last meeting, we provide you with a team approach to best satisfy your needs and help you reach your financial goals. 

 

Della Lounsbery

HD Vest Advisor

(845) 618-1700

(845) 618-1070

An HD Vest Financial Advisor, with a background as a Financial Assistant and Tax Preparer. She has worked alongside Stephen Plain for over 17 years. Della is “Mom” to three successful young adults (Matt, Katie & Libby) and...

Read more

Steve Plain

CPA/PFS, HD Vest Advisor

845-618-1700

845-618-1070

Steve Plain began his career in 1977 at Main Hurdman CPAs where he advanced to a senior accountant. In March 1980, he joined the Internal Audit and EPD department at the Fortune 500 Company, Interpace Corporation. He became the...

Read more

Danielle Mancuso

Financial Sales Assistant

845.618.1700

845.618.1070

A mom of three boys (Louie, Nick & Dom) who grew up in Brooklyn where she met her husband Louie. Recently relocated to the Goshen area. A background in Construction & Development related Accounting, Non-profit 501(c)3 Bookkeeping,...

Read more