Our Services

Tailored Solutions for Your Financial Goals

At Seaman Retirement Planning, we are dedicated to helping clients achieve their financial goals through a holistic and personalized approach. With over 50 years of experience, our full-service financial planning firm offers a range of services designed to integrate various aspects of your financial life—from retirement income and investment management to estate and tax planning. Our proprietary Financial Clarity Compass simplifies the planning process, guiding clients step-by-step toward greater financial confidence. As fiduciaries, we are committed to acting in your best interest, offering guidance tailored to your unique circumstances and long-term objectives.

Take the next step toward achieving your financial goals by scheduling a Complimentary Analysis with Seaman Retirement Planning. This session helps uncover potential opportunities and tailor strategies to meet your unique needs. Contact us today to start building the financial future you desire.

Estate & Legacy Planning

Seaman Retirement Planning offers a comprehensive estate and legacy planning service that focuses on managing wealth transfer, minimizing tax implications, and addressing charitable giving. We also help plan for your healthcare and financial wishes to be respected through detailed end-of-life planning, providing a clear plan for your family’s future.

 

Social Security Planning

Our Social Security Planning service guides you through key decisions about claiming your benefits. We help you assess factors like timing, income needs, and long-term retirement goals, providing personalized strategies to make the most of your benefits. Our goal is a Social Security strategy that aligns with your overall retirement plan.

 

Tax Planning

Tax Planning at Seaman Retirement focuses on investment strategies that help clients lower their taxes. By offering tailored approaches to reduce tax liabilities, this service helps our clients make informed choices that align with their overall financial goals, helping them manage their wealth with greater tax efficiency.

 

Retirement Income Planning

We assist you in creating a year-by-year timeline of your retirement income, including Social Security, pensions, annuities, and other earnings. This structured approach provides a clearer understanding of how your income sources align with your financial goals throughout retirement, helping you manage your resources effectively over time.

 

Investment Management

Seaman Retirement Planning’s Investment Management service offers tailored asset allocation strategies that match your financial goals and risk tolerance. We guide you in making informed investment decisions, helping you develop a personalized plan to pursue long-term growth and financial stability, while regularly reviewing your portfolio to adjust to market changes.

 

Insurance Planning

Seaman Retirement Planning offers tailored life insurance solutions to help protect your family and future. By assessing your unique needs and goals, we develop comprehensive plans that provide coverage against unforeseen events, ensuring you have the tools necessary to safeguard what matters most to you.

Long-Term Care Planning

Seaman Retirement Planning provides Long-Term Care Planning to help clients navigate care decisions for themselves or their loved ones. We evaluate financial, health, and personal factors to offer recommendations tailored to each client’s situation, considering options such as in-home care, assisted living, and long-term care insurance.

 

Skip to content