About Us

Preferred Financial Strategies, Inc.

Sara Seasholtz, North Carolina Certified Financial PlannerSara Seasholtz, CFP®, has been in the Financial Services industry since 1979. Beginning as a Registered Representative with a national Financial Planning Firm, she advanced to District Manager and then to Division Manager.  At the time, she was the youngest Division Manager in the firm and the second female appointed to the position.  She expanded her operation to include 4 registered offices in the Carolinas, and had up to 60 registered representatives working with her.

Independent since 1990, she maintains a commitment to provide objective non-proprietary advice.  A trusted advisor for generations of clients, she strives to continue to build meaningful lifetime personal and working relationships addressing many different aspects of financial planning.

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Preferred Financial Strategies offers comprehensive Financial Planning Services in the areas of Risk Management, Cash Management, Investments*, Retirement planning*, Tax planning, and Estate planning.  

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generations of trust…decades of knowledge…since 1979

This communication is strictly intended for individuals residing in the states of CO, CT, FL, MO, NC, NY, SC, TX, VA, WI . No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.