About Us

Finding Your Fit

It’s never too early or too late to seek financial guidance. Whether you’re just starting out in your career, raising a family, or nearing retirement and looking forward to the next fulfilling season in life, creating a financial plan gives you confidence and allows greater flexibility to pursue your dreams, on your terms.

The Southeast Financial Wealth Management team is here to walk with you on your financial journey. We'll educate and answer all your questions so you have the knowledge and confidence to make informed decisions.

Our team will help you weigh all available options and understand the better path forward to address your unique needs. The experienced financial professionals are caring, thorough, and passionate about helping people work toward their financial goals.

We've been helping members since 1994 and look forward to beginning the journey with you!

Stay Informed

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

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Building Your Legacy

A four-step framework for building a personal legacy.

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Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

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Let’s team up on your financial plan.
Set up a no-cost, no-obligation appointment today.

Make an Appointment

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About Us

Finding Your Fit

Stay Informed

Financial Aid for Students 101

Building Your Legacy

Immediate vs. Deferred Annuities

Let’s team up on your financial plan.Set up a no-cost, no-obligation appointment today.

Make an Appointment

Let’s team up on your financial plan.
Set up a no-cost, no-obligation appointment today.