Broker Check

SEP Financial Services welcomes Marissa Rose

We are pleased to announce a new addition to the SEP Financial Services team. We have entered a professional partnership with Marissa Rose, a Financial Professional of Avantax Wealth Management®. Through this partnership, our team will continue to offer you financial services using a holistic investment approach.

Marissa joins us with nearly 10 years of experience working at JP Morgan where she was an Executive Director focusing on Retirement plans and multi-Asset portfolios. Over the years, she held roles within investment management, business management, operations, and client services. Marissa holds an MBA from New York University and a Bachelor’s degree from Quinnipiac University. Marissa lives in Westchester, NY with her husband, Will, and two children, William, and Hannah.

You already have placed a great deal of confidence in me and Della by allowing us to provide you with accounting solutions and helping you plan your financial future. Our commitment to you will only be enhanced by this partnership with Marissa. Our expanded team will provide you with additional resources to support you and your financial goals.     

Sincerely, 

Steve & Della

Investments are subject to market risks including the potential loss of principal invested. Avantax Wealth Management is the holding company for the group of companies providing financial services under the Avantax name. Securities offered through Avantax Investment Service (SM), Member FINRA, SIPC.

<strong>Your goals are our goals.</strong>

Your goals are our goals.

At SEP Financial Services, we work together, hand in hand, with all your goals and dreams firmly in mind. We get to know you, your spouse, and your family. We like to put faces with the names. So many of our clients are with us for many years, over generations. It is a pleasure to see them through the important milestones of life, education planning, home ownership, wealth management, weddings, grandchildren, travel and retirement...

"We love seeing our clients and friends reach their financial goals, whether it's living comfortably in retirement or buying their dream home! Nothing is more satisfying than to know, we assisted them in laying the ground work for achieving their personal financial success!" - Steve Plain, CPA/PFS

Trust. The first step on your path to financial wellness.

You and your partner have worked really-hard and made many sacrifices along the way.

Finally, you have a little nest egg and you want to see it grow...

Problem is, there are a million options out there and you have no idea where to start or most importantly, who to trust?

Choosing a Financial Advisor you not only trust, but who really listens to your ideas and believes in your goals is key in laying the foundation for a long-lasting relationship.

At SEP Financial Services, you will find that Steve and Della listen to you (and your partner). They care about your relationship with one another…and with your money.

They will help you explore your individual and collective financial strengths and weaknesses and learn more about, what is keeping you both up at night?

Understanding the true picture of you will assist them in identifying your goals and creating a plan toward achieving them 

Money, just like marriage is a sensitive topic to navigate. Couples tend to bring their own thoughts and ideas about money into a marriage and often-times, find that they may not be on the same page in terms of spending and saving. 

A solid financial plan can help set you on the path toward finding financial wellness and reducing relationship stress.

At SEP Financial Services, we believe in you.

We always have the client in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals.

We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

Our commitment is to utilize all of our resources to help you pursue your goals.

*Investment, Financial Planning and Insurance Services are offered by Stephen E. Plain and Della Lounsbery through their affiliation with Avantax Wealth Management.

 

Tax Reduction Strategies

Tax strategies are best left to those who are trained to understand them! Having someone help you navigate the codes and laws can make you a more tax proficient investor and be helpful in managing the impact taxes have on your finances.

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Smart Investing

Investing is a science of principles and strategies that incorporate your risk tolerance, time horizon, and goals to make your money work for you. Having someone to help you gauge your tolerance, asses your time horizon and identify your short and long-term goals can keep you focused and nonreactive to market changes.

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Retirement

Will the money you save today be enough to take you through tomorrow? We can help you determine at what age you will be (financially) ready to retire, calculate how much money you will need to maintain your current lifestyle and discuss what income sources will fund your retirement. 

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Estate Planning


Having a clear estate management strategy will directly affect how your wealth is distributed upon your demise. A well thought out plan can help your loved ones by providing them direction during a very difficult time.


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Lifestyle 

You work hard and want to live a happy life doing the things you love. Paying for those things can be difficult at times. Reviewing your finances and gaining an understanding of what is important to you can help us help you make smart choices that will lead you toward the lifestyle you’ve envisioned. Today’s smart choices can lead to a financially healthier tomorrow.

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Education Planning

As college costs continue to spiral upward, the issue of education planning has become increasingly important. Paying for education is especially stressful. Our college financial planning service is designed to assist families in understanding education savings options, applying for Financial Aid, navigating forms and deadlines and presenting you and your student with all the education options available.
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Money

Having a financial plan in place can be monumental in helping you save smartly and spend efficiently. Assisting you in finding the right balance and showing you how to make your money work for you is where we come in.

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Insurance

Insurance policies are useful financial strategies to reduce the financial consequences brought on by inevitable life events. Preparing today can help protect your family should an unforeseen event occur. A sound strategy may include liability, long-term care and life insurance.
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Would you like for us to reach out to you? Please provide your contact information below or call us at 845-618-1700 for a Free/No obligation consultation.

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