Our business is built on a foundation of thoughtful client relationships. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
However, for the time being we are still required to practice social distancing, so our appointment process looks a little different. Due to the safety of our staff and others, most client appointments will be handled by telephone or by virtual meeting. If your appointment is deemed "essential" then we are more than happy to meet with you. Due to COVID-19, if your appointment requires you to visit our office, please review the following precautions:
> You may consider wearing a mask.
> Sanitize your hands at the hand sanitizing station.
> You must not have a fever.
> We will all be practicing safe distancing.
> No handshakes or hugs...this may be the hardest rule to follow.
> Try not to arrive early for your appointment as we need time to sanitize between visits.
Jim Seaman & Patrick Seaman
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
At Seaman Retirement, we strive to create a personalized financial plan that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.
Seaman Retirement has been providing financial advice to individuals and businesses in the area for over 50 years. We are dedicated to developing lasting relationships with all our clients.
We maintain a deep understanding of your unique financial situation. Based on this understanding, we help you to navigate the complexities related to all aspects of the financial planning process, including: investments, insurance, taxes, estate, and retirement. Furthermore, we will help select appropriate investment solutions, provide ongoing finanical guidance and reviews, and make the necessary portfolio changes based on your financial circumstances and objectives.