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Indepedendent Advisory Services

In today's information saturated environment, those planning for retirement or those already in retirement can often find the financial planning process a daunting task. With people living longer lives and a global economy struggling to recover, you may be concerned about the possibility of outliving your assets and maintaining your current lifestyle in your retirement.

The recent "financial hurricane" has led many to take a closer look at their accounts, their insurance portfolio, their current advisor as well as their direction. Have you inspected your "anchor" lately to make sure you are well positioned to weather the next financial storm?

Do some of your financial goals or concerns include the following?

  • Reducing or eliminating market risk in your investment portfolio. 
  • 401K, 403B and IRA Rollover Strategies.
  • Medicare Advantage, Medicare Part D, and Medicare Supplemental Planning.
  • Life Insurance review.  Am I over insured?   Am I paying too much?
  • Preserving your assets for the future.
  • Reducing income taxes.  
  • Reviewing your existing insurance portfolio for savings opportunities.
  • Preparing for a child's or grandchild's college education.
  • Reviewing your current estate planning documents.
  • Pension maximization strategies.  
  • Elder care, long term care and Medicaid planning strategies.
  • IRA legacy, Beneficiary IRA, and IRA tax reduction strategies.
  • Roth IRA Conversation.   
  • Proper Portfolio Diversification and recognizing overlap/redundancies in a portfolio.
  • Developing a proper asset allocation model for your accounts
  • Understanding your current fees and minimizing fees on your accounts.
  • If you have questions or concerns about any of the above, the first step is to understand the challenge at hand and then to become informed about different ways to address the issue.

Seaport Financial Planning, LLC ("Seaport Financial") uses a holistic approach to its planning process. We offer a full range of financial services designed to help you develop a strategy tailored to meet your unique financial objectives. Seaport Financial offers independent financial services and advice. Our commitment is to the client, not to any one company or organization. Ask us why independent advice should be important to you.

With over 24 years of experience in the New England area, Seaport Financial is committed to bringing you ideas and pertinent information to our clients on a timely basis.

Our vision revolves around the simple idea that "planning is a journey, rather than a destination." It no longer makes sense to merely look at growing your estate.  With continuing turmoil in the world markets, it is equally important to look at techniques designed to protect your existing estate.

If you have questions about your current situation or the advice that you are now receiving, wouldn't it make sense to sit down and receive our complimentary 59 Minute Personal Asset Review to better understand where you are now, and most importantly, where you want to be?

If the answer is yes, simply click on Review Your Situation Form, and we would be happy to contact you to set up a time to review your situation.

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