Our Services

Estate & Legacy Planning

Leaving a financial legacy requires preparation and planning. It involves estate planning, wealth transfer, charitable giving and your wishes regarding end-of-life issues.

Social Security Planning

We help you understand the basic rules and advantages of social security

Tax Planning

Investment strategies offered to lower tax.

Innovative 401 (K) Plans

We act as Liaison between the plan sponsor and various firms for the maintenance of your 401 (k) plan.

Retirement Income Planning

We help you plan a year by year timeline that shows you where your retirement income will come from. 

(Social Security, pension, Annuity income, earnings, one time sources of Income).

Investment Management

We will assist you with the allocation of your assets and expected returns, that will allow your money to work for you.

Insurance Planning

Protect yourself, your family and loved ones, your home, your assets and your business against unexpected events.

Long Term Care Planning

We evaluate specific family situations and make recommendations that are in your loved ones best interest.

Notary Services

We offer complimentary notary services as an added benefit to our clients.

We are a full-service financial planning firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

When was the last time you evaluated your finances, your entire financial picture? Many investors view their financial plan as simply an investment portfolio. However, financial planning is so much more than investment advice. A financial plan is the integration of tax, legal, investment and estate planning.

At Seaman Retirement, we can help you develop a customized financial program - we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the products and services listed above.

Give us a call, and we'll set up an appointment to review your current financial situation. If we think your investments continue to be well-suited to your long-term goals - we'll tell you so. If, on the other hand, we think we can help you better align your invesments with your needs, we'll explain why, in plain terms. And, if you like, we'll recommend some alternative strategies.

Call us today at 330-244-2240.