Providing Sophisticated Financial Solutions for Over 30 Years

Here at Sethna Financial Group, we are privileged to work with successful business owners, physicians, and executives to help them achieve their financial objectives. We help our clients crystallize their goals, align their wealth with the things that matter most, and partner with them to take action. We specialize in providing highly-customized insurance solutions, asset protection, wealth strategies, and retirement planning services with thoughtful oversight and ongoing monitoring of progress.

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Calculators

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Newsletters

  • Mutual Funds: What’s in Your Portfolio?

    Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.

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