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Sara I. Seasholtz, CFP®

Preferred Financial Financial Strategies, Inc.

PO Box 5366
Mooresville, NC 28117
Phone: (704) 658-1040
Fax: (704) 973-9717

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Household Income Minimum: $80,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Getting Divorced
  • Employee Benefits
  • Getting Married
  • Mutual Funds
  • Job Loss
  • Insurance
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Startup
  • Long-term Care
  • Medical & Health Issues
  • Sudden Wealth
  • Nontraditional Households
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.