Setchfield Asset Management Home
  • Home
  • About 
    • Team
    • Our Process
    • Our Mission
    • Video
    • Blog
  • Resource Center 
    • Retirement
    • Estate
    • Investment
    • Insurance
    • Tax
    • Money
    • Lifestyle
    • Risk Management
  • Tools 
    • Glossary
    • Tax Resources
  • Account Access
  • Contact
  • Form ADV
  • Social Security
Estate

Why Everyone Needs an Estate Strategy

Full Size Version

Share |
 

Related Content

Managing Money as a Couple

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Historical Inflation

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Have A Question About This Topic?

Thank you! Oops!
 

Latest Blog Post

The True Cost Of Withdrawing Early From Your 401(k)

August 07, 2020

Although the American Dream means different things to different people, one universal desire is to enjoy a satisfying retirement when our working days are over. Making this dream a reality is no easy task, but there’s nothing...

The Top 5 Financial Planning Challenges In The First 10 Years Of Retirement

July 14, 2020

They don’t call them the golden years for nothing. Golf courses, sandy white beaches, more time with family…these daydreams have been a major motivation to show up to the office every day for the last few decades. And...

How to Protect Yourself From Cyberattacks

June 15, 2020

Does it seem like there are more and more news updates about hackers and breaches in security? As we become increasingly dependent on technology and use multiple devices on any given day, there are more opportunities for our personal...

 

4 Critical Facts About Social Security

 

Contact

Office: (303) 627-1099

Toll-Free: (800) 252-2925

Mobile: (303) 619-9750

steve@setchfieldam.com
 

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Advisory services through Setchfield Asset Management 

This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration. Website content provided by FMG Suite.

Contact

Setchfield Asset Mgmt

Office: (303) 627-1099

Toll-Free: (800) 252-2925

Mobile: (303) 619-9750

392 Aruba Circle

Unit 101

Bradenton, FL 34209

Series 65

steve@setchfieldam.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • All Articles
  • All Videos
  • All Calculators
  • All Presentations