SEAMAN
Retirement Planning
Fiduciary with 50+ Years Experience
Seaman Retirement Planning has been a family-owned firm since its founding in 1957 by Tom Seaman. With decades of experience, we’ve built a legacy of personalized financial strategies and client-centered service. Tom’s vision was to address the financial needs of those planning for retirement or already retired, and that commitment remains at the core of what we do today.
As fiduciaries, we follow a higher standard of responsibility, based on our interpretation of state laws, which requires us to act in our clients’ best interests and maintain a level of transparency that exceeds typical business relationships.
With many years of experience as a family-run company, we are dedicated to upholding the values of integrity and professionalism. Our goal is to understand your financial situation thoroughly and offer relevant guidance and services that align with your long-term objectives.
Our History
Seaman Retirement Planning was established in 1957 by our father, Tom Seaman. Tom graduated from the University of Notre Dame and played football under legendary coach Frank Leahy, where he learned a strong work ethic and family values. He saw the need to build a firm that would cater to the personal financial advice of people planning for their retirement or already retired.
With eight children and 26 grandchildren, his passion was family and as a family business he felt strongly about taking care of clients as though they were family. Tom passed away in 2014. His son’s, Jim & Patrick, continue his legacy with a dedication to their clients by providing trustworthy advice, analysis, and products that are always in their best interest.
Ready to Discuss Your Financial Future?
Let’s connect to align your financial strategies with your life goals. We provide personalized retirement planning, helping you navigate your financial future with confidence.
Our approach combines personalized financial strategies with a commitment to client-focused service and a clear vision for sustainable long-term growth.
Our Mission
At Seaman Retirement, we are committed to fostering enduring relationships with clients, delivering tailored financial advice that simplifies the complexities of investments, insurance, taxes, estate planning, and retirement to support your unique financial journey.
Our Vision
We envision a future where individuals and businesses confidently navigate their financial paths. By prioritizing personalized service and understanding each client’s unique needs, we aim to empower you to achieve your financial independence and long-term goals.
Our Process
Our comprehensive process centers on the Financial Clarity Compass, focusing on understanding your individual financial situation, creating personalized plans, and providing ongoing guidance. Through collaboration with top-rated investment managers and insurance carriers, we help chart your financial future with clarity and confidence.
Learn More About Our Process +
Seaman Retirement Planning is an Accredited A+ rated member of the Better Business Bureau.
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