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<em><b>For many, understanding every aspect of personal finance can be daunting. From investments* to retirement to insurance, the decisions can be overwhelming.</b></em>

For many, understanding every aspect of personal finance can be daunting. From investments* to retirement to insurance, the decisions can be overwhelming.

That’s where my firm, SEP Financial Services comes in.

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.

As a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS) my goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families. As a member of the community, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.

We would enjoy learning more about your goals and dreams.

For more information about my firm and our services, please  

Call 845-618-1700 or Text 845-273-8805 *normal messaging rates may apply

*Stephen E. Plain, CPA, PFS & Della Lounsbery, Avantax Financial Professionals

Securities offered through Avantax Investment ServicesSM, Member FINRA SIPC, Investment Advisory ServicesSM offered through Avantax Advisory ServicesSM , Insurance Services offered through Avantax Insurance AgencySM  SEP Financial Services in not a registered broker/dealer or registered Advisory Services firm


                                                         Your Possibilities are Endless...

We provide you with direction while you concentrate on the path ahead!
As experienced financial professionals we have helped many people just like you with similar concerns Seek Exciting Possibilities, by exploring your financial options, establishing your goals and keeping you focused on the path ahead...even when it's difficult.

 


Setting you on a path to Financial Wellness begins with the first step… Identifying what is most important to you!

We will help you address things like:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management
  • Tax-focused planning

We can answer your most pressing questions:

  • 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?
  • Should I be fiscally conservative, moderate or aggressive?
  • What can I be doing better?
  • How can I financially help my children, my aging parents and my grandchildren?
  • We've worked so hard and want to do the things we only ever dreamed of...(travel, buy our dream home, a boat) Is now the right time?

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

steve.plain@seppfs.com   |  845-618-1700 / Text 845-273-8805