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Seagrave Financial Planning | | Seagrave Financial Planning

If you are looking for independent, objective financial planning and advice — without account minimums — you have come to the right place. As you will see from visiting our site, we are a different type of financial services firm. We think you will find our philosophies and vision to be both refreshing and compelling. Because your life, the financial landscape and market conditions are always changing, the content of our site will be ever changing. PURPOSES OF OUR SITE ARE:. Join our mailing list!

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If you are looking for independent, objective financial planning and advice — without account minimums — you have come to the right place. As you will see from visiting our site, we are a different type of financial services firm. We think you will find our philosophies and vision to be both refreshing and compelling. Because your life, the financial landscape and market conditions are always changing, the content of our site will be ever changing. PURPOSES OF OUR SITE ARE:. Join our mailing list!
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Seagrave Financial Planning | | Seagrave Financial Planning | jimseagrave.com Reviews

https://jimseagrave.com

If you are looking for independent, objective financial planning and advice — without account minimums — you have come to the right place. As you will see from visiting our site, we are a different type of financial services firm. We think you will find our philosophies and vision to be both refreshing and compelling. Because your life, the financial landscape and market conditions are always changing, the content of our site will be ever changing. PURPOSES OF OUR SITE ARE:. Join our mailing list!

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Our Services | Seagrave Financial Planning

http://jimseagrave.com/our-services

Jim Seagrave and Associates, LLC is located in Middlefield, Connecticut. Jim specializes in providing Fee-Based Financial Planning and Investment Advice to individuals and families, regardless of their networth, income or investable assets. We work with people from all walks of life, providing Fee-Based Investment, Retirement and Estate Planning. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis. Your financial objectives may include:. Reduce the burden of taxes.

2

Disclosure | Seagrave Financial Planning

http://jimseagrave.com/disclosure

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Jim Seagrave and Associates, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an adviser, accountant or legal counsel prior to implementation. For information concerning the...

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Affiliations | Seagrave Financial Planning

http://jimseagrave.com/affiliations

Jim Seagrave and Associates. Are a proud member of the following and adheres to their standards of professional excellence and integrity:. Commitment to Continued Education.

4

About Jim Seagrave & Associates | Seagrave Financial Planning

http://jimseagrave.com/about-jim-seagrave-associates

About Jim Seagrave & Associates. Jim Seagrave, CFP , ChFC. A veteran financial advisor and Fee-Based planner, Jim Seagrave helps clients address problems and work towards their financial goals. Using education and a conservative philosophy toward financial planning, Jim places the utmost value on helping his clients work towards financial independence. Jim’s educational Background includes:. Middlesex Community College / AS Accounting. Central Connecticut State University / BS Administrative Science.

5

Resources | Seagrave Financial Planning

http://jimseagrave.com/resources

Colleges and Financial Aid. College Board Online – The College Board Library. Student and parent information. College planning news, tools and resources. 403 (b) Wise.com. Teachers: Check out ’ The Wise Guide To Your 403-b’ — a book available at two comprehensive 403-b web sites — and other timely information at http:/ www.403bWise.com. Certified Financial Planner Board of Standards. Investor quotes, charts, news and a variety of financial planning information. Mutual Fund Investors Center. Investment, m...

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If you are looking for independent, objective financial planning and advice — without account minimums — you have come to the right place. As you will see from visiting our site, we are a different type of financial services firm. We think you will find our philosophies and vision to be both refreshing and compelling. Because your life, the financial landscape and market conditions are always changing, the content of our site will be ever changing. PURPOSES OF OUR SITE ARE:. Join our mailing list!

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