Southeast Financial Planning

Southeast Financial Planning & Consulting, Inc.is a full service, fee-only, financial planning and investment advisory firm. Established in 1985 and headquartered in Stuart Florida, Southeast Financial Planning has assisted our clients through all phases of their individual investment life-cycles with customized, unbiased and quality advice. Our Mission Southeast Financial Planning and Consulting is committed to profitably providing superior, quality and individualized services. These reflect our core values of Honesty, Integrity, and Lasting Commitment. We are on the leading edge of the constantly changing financial environment. We understand the complexities of financial services and present them to our clients in a simplified way. Fee-Only Compensation Fee-Only compensation means that we never accept commissions, retrocession or any other form of remuneration for the products we recommend. And we put that in writing to you with our recommendations. We work with you towards your specific goals. Our clients feel comfortable knowing there can be no conflict of interest between the advice we offer and their interests. Our fee-only compensation structure means that the advice we give is only in your best interests. We subscribe to full Fiduciary standards. We act only in the client’s best interests.