Are You Confident in Your Current Investment Strategy, or Is It Time for a Review?

Are You Missing Key Opportunities in Your Financial Strategy?

Are Your Finances Ready for the Next Chapter?

Facebook-f Linkedin-in

Our Process

Fiduciary with 50+ Years Experience

At Seaman Retirement, we believe that a structured process is essential for achieving your financial goals. Our approach is thorough, transparent, and tailored to your unique situation. We take the time to understand your individual needs, aspirations, and concerns, allowing us to create a personalized financial plan aligned with your objectives.

Using our Financial Clarity Compass, we provide guidance throughout each stage of the process, helping you navigate the complexities of financial planning. From the initial consultation to ongoing reviews, our process emphasizes collaboration and open communication, allowing you to make informed decisions about your financial future. Explore how our structured approach can help you chart a clear path toward achieving your goals.

meet our team
Get Started Today

The Seaman Financial Clarity Compass

Suscipit ante vestibulum hac mattis primis mi sociosqu dis aliquet praesent parturient in egestas bibendum justo natoque habitant et ridiculus facilisis interdum suspendisse himenaeos commodo ex felis vehicula ultrices eleifend erat est odio tellus netus.

Discovery
In our initial meeting, we focus on understanding your journey and future aspirations, assessing your priorities, risk tolerance, investment experience, and current financial situation.
Analysis
We evaluate your financial status by analyzing risk, tax efficiency, liquidity, and growth opportunities. This helps create a personalized asset allocation model for your goals.
Planning
In this session, we review your financial analysis results and discuss strategies for transitioning from asset accumulation to income distribution, ensuring alignment with your retirement objectives.
Implementation
We reposition assets and fund your new plan while guiding you through the process, ensuring a thorough understanding of the strategy and associated risks.
Ongoing Review
Ongoing monitoring and adjustments keep your plan aligned with life changes and market conditions. We meet regularly to discuss income needs and necessary adaptations.

We want you to experience the Seaman Retirement Financial Clarity Compass so schedule your no obligation, complimentary review today. We think you’ll be glad you did!

Schedule a Call
Explore our services
Schedule Your Free Financial Consultation
Take the first step towards achieving your financial goals. Schedule a free consultation with Seaman Retirement Planning to receive personalized advice and actionable strategies. Book your call today!
Get Started Today
Take Control of Your Financial Future
Don't leave your financial future to chance. Speak with our experienced advisors to create a customized plan that aligns with your goals. Schedule your call now to get started!
Schedule a Call
Empower Your Financial Independence
Our knowledgeable advisors are ready to help you navigate your financial journey. Schedule a call today to gain valuable insights and develop a tailored financial strategy.
Get Started Today
Facebook-f Linkedin-in

Investment Advisory Services offered through AlphaStar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. AlphaStar Capital Management, LLC and Seaman Retirement Planning are independent entities. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. Seaman Retirement Planning does not offer legal or tax advice.

© 2024 All Rights Reserved.

powered by Illuminated Advisors
Skip to content