Sechrist Financial

Our mission is to identify your needs and create a path to help you reach your goals. That process is summed-up in the way in which we help our clients find success.

Comprehensive

A big picture focus with a holistic plan to meet our clients’ needs.

Reliable

Here for you in both calm and challenging times.

Empathetic

Relating to our clients is of utmost importance. We want to understand your specific situations as best as possible.

Detailed-Oriented

We utilize a very analytical process to identify tailored solutions for our clients.

Why Choose Sechrist Financial

Trust, Knowledge & Experience with a Personal Touch.

We stand firm in our belief in cultivating long-lasting and authentic relationships with our clients, most of whom become life-long friends.

We provide full-service financial planning, insurance and investment management. Whether you’re looking to make the most of today or plan for the future, we will work with you to develop a custom roadmap designed to help you achieve your specific financial goals.

Sechrist Financial is an independent firm, which allows us the freedom to choose how we run our business. We have chosen Cambridge Investment Research, Inc. as our broker-dealer because they give us more flexibility in the way we work with our clients. With Cambridge, we never have to worry about corporate interests or sales quotas, and can focus solely on what’s best for you.

Our Approach

We believe that being a good listener is crucial to the success of your financial plan.  We start by listening to your financial and retirement goals, and help you develop a plan aimed to achieve them.

Listening is at the core of helping our clients achieve their goals.  By listening, we can learn about each client’s unique financial situation, which is where every plan starts.

Our analytical, yet personal, approach to financial planning enables us to provide clients with real choices, avoid potential pitfalls and recognize trade-offs throughout the planning process.  The power is in providing a situational analysis of one’s financial snapshot now, allowing them to help shape the future through sound investing strategies.

As an Independent Certified Financial Planner™ Professional and Investment Advisor Representative, we help implement those decisions efficiently and economically with unbiased product selection. Being independent allows us the freedom to provide you with unbiased advice that is always in your best interest.  With your input, we develop a tailored financial plan, and monitor all aspects of that plan.  Follow-up, through periodic reviews, is an essential part of the plan to ensure that your financial goals are on-track.

Save Time. Save Money. Avoid Mistakes.

Call us for an initial consultation with no-obligation.

866-529-2100

Our Services

Sechrist Financial offers a complete package of financial services to help you create a plan to meet, and maintain, your financial goals. From Investment planning to tax considerations, and everything in between, we find success together through helping you make your plans a reality. Explore our list of services or call us to learn how we can help.

Investment Planning

Making an investment plan involves more than just choosing a few stocks in which to invest. We help you devise a plan that considers your current financial situation and investment goals. Your timeline and risk help determine your optimal asset allocation. Whether you are buying a home, saving for college, or building a business we are here to help you turn your goals into reality. We will help you develop a robust investment strategy that focuses on what matters most to you.

Insurance

Insurance is an essential part of any sound financial plan. It transfers the risk of life events from you to the insurance company and can help protect your family from the financial consequences of those events. A proper strategy can include personal insurance, liability insurance, and life insurance.

Financial Planning

We take pride in our commitment to personal service. We value the relationships we build with our clients above all else, and are always here to help. Whether you need a compassionate ear or help navigating one of life’s curveballs, we are always just a phone call away. 

Tax and Estate Planning

Regardless of your age, or the size and complexity of your estate, a comprehensive estate plan helps ensure that your final wishes are honored while providing for loved ones in your absence. Your estate likely includes real estate, bank accounts, stock and other securities, life insurance policies, and personal property. We will help you establish a plan for smooth transfer of your assets, while working to minimize tax implications.

Company Retirement Plans

Are you concerned with Company Retirement Plan Issues?

  • Tax-efficiency of your plan
  • Fiduciary responsibility
  • Changing ERISA regulations
  • Fee disclosure
  • Investment selection and monitoring
  • Adequate employee education

As a CHARTERED FINANCIAL PLANNER SPECIALIST(SM) designee, we can help your company review their existing plans as well as help you select appropriate retirement plans, to include 401k, DB plans, 403b plans, SEP, IRA, Simple IRA, and more.

Once a plan is chosen, we provide proposals for investment platforms, investment selection, monitoring criteria, periodic participant education, coordination of TPAs (third-party administrators) and overall plan reviews.

In short, we strive to assist business owners in saving time and money. All financial advice is objective, and our fees are fully-disclosed.

Contact us for an initial consultation without obligation.

About Us

We pride ourselves in being an independent financial services firm, deeply rooted in helping our clients create financial plans to enable them to achieve their specific financial goals.

This independence allows us to make decisions that are truly in the best interest of our clients, without the worries of serving corporate interests or sales quotas – we focus on delivering what is best for our clients.

Financial success is a journey, but the biggest and most difficult step is the first.

 

Let us help you find success with trust, knowledge and experience.

Bob Sechrist, CFP®, CRPS® MBA, CLT

Bob Sechrist, Certified Financial Planner™ practitioner, works with individuals and businesses to help them identify and achieve their financial objectives.  Bob earned a Bachelor of Science degree in electrical engineering from Gannon University and a Master of Business Administration degree from Kent State University. As a Chartered Retirement Plans SpecialistSM designee, Bob can help business owners establish and maintain an efficient retirement plan and ensure regular compliance within plan rules. He also received the CLTC designation (Certification in Long Term Care), which helps him identify potential longevity risks and extended care planning needs. His professional experience and background enable him to specialize in working with technical professionals and business owners and help them make financial decisions based on their unique needs and interests.

Bob is a member of the Financial Planning Association and the Financial Services Institute. He has been a financial advisor since May of 1995.

Away from the business, Bob enjoys spending time with family, playing golf and watching sports. He resides in the Boston suburbs with his wife, Barbara.

Jason Sechrist, CIMA®, CRPC®

Jason Sechrist joined Sechrist Financial in 2019 as a financial advisor. Prior to that, he worked at John Hancock Investments for almost 10 years and was inducted into its Hall of Fame. While there, he served as Managing Director in the New York City/Mid-Atlantic area and worked with consultants in the Qualified Retirement Plan space. This included small businesses and Fortune 500 companies whose primary goal was improving participant retirement outcomes. It provided Jason with a unique perspective on investment and retirement needs for employees across industries.

Jason received his undergraduate degree from Boston College with a concentration in Finance. There he captained the Division I tennis team while playing the #2 singles and #1 doubles positions. Afterward he earned the Certified Investment Management Analyst (CIMA®) designation upon completing the University of Pennsylvania’s Wharton School of Business program. He also holds the Chartered Retirement Planning Counselor (CRPC®) designation from the College of Financial Planning.

Away from the office, Jason enjoys playing basketball, golf and tennis. He’s an avid New England Patriots and Boston Celtics fan. He lives in the Boston suburbs with his wife, Victoria.

Check the background of investment professionals on FINRA’s BrokerCheck.

Start Planning for The Future Today!

865 Turnpike Street
North Andover, MA 01845

Toll Free: 866-529-2100

Fax: 978-975-8942