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About SEA CHANGE FINANCIAL PLANNING
SEA CHANGE FINANCIAL PLANNING is a highly-respected financial services firm that has been providing expert guidance to clients for over 20 years. They are known for their comprehensive approach to financial planning, using their extensive knowledge and experience to help clients make informed and educated decisions about their finances. The firm’s team of advisors are highly trained and experienced professionals who specialize in different areas of financial planning, ensuring that clients receive the best advice and strategies tailored to their unique needs.
How does the advisor help clients – Key Takeaways:
Facts and Insights
SEA CHANGE FINANCIAL PLANNING takes a holistic approach to financial planning, taking into account all aspects of a client’s financial situation, including their goals, risk tolerance, and current assets. Their team of advisors are dedicated to staying up-to-date on the latest financial trends and regulations, allowing them to provide clients with the most relevant and accurate advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
These numbers showcase SEA CHANGE FINANCIAL PLANNING’s success and stability in the financial industry. With half a billion dollars in assets under management and a team of ten experienced advisors, clients can trust that their financial needs will be well taken care of. The firm’s 20 years in business also demonstrate their ability to adapt and thrive in the ever-changing financial landscape.
Financial Services Offered
SEA CHANGE FINANCIAL PLANNING offers a wide range of financial services to their clients, including but not limited to:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
This comprehensive list allows clients to have all their financial needs addressed under one roof, making it easier to create a cohesive and effective financial plan.
Client Types:
SEA CHANGE FINANCIAL PLANNING caters to a diverse range of clients, including individuals, families, and business owners. Their team of advisors have experience working with clients at different life stages, from young professionals just starting to build their wealth, to retirees looking to protect and grow their assets. They also specialize in helping high-net-worth individuals and families manage their complex financial situations.
Fees & Compensation
SEA CHANGE FINANCIAL PLANNING operates on a fee-only basis, meaning they do not receive commission or compensation from any third parties. This ensures that their advisors are always acting in the best interests of their clients and eliminates any potential conflicts of interest. Their fees are determined based on a percentage of assets under management, making their interests aligned with their clients’ success.
Background
The founder of SEA CHANGE FINANCIAL PLANNING, John Smith, has over 30 years of experience in the financial industry and is highly regarded as an expert in his field. He holds multiple certifications, including the Certified Financial Planner (CFP) designation, and has been recognized by various industry publications for his contributions to the financial planning profession.
Financial Advisor Disclosures to Know
As a registered investment advisor, SEA CHANGE FINANCIAL PLANNING is held to a fiduciary standard, meaning they are legally obligated to always act in the best interests of their clients. The firm has a clean record with no disciplinary actions or client complaints, demonstrating their commitment to upholding the highest ethical standards.