About SEAPORT FINANCIAL PLANNING, LLC
SEAPORT FINANCIAL PLANNING, LLC is a leading financial planning and investment advisory firm that specializes in offering personalized financial services to clients. With a team of experienced and knowledgeable financial advisors, SEAPORT FINANCIAL PLANNING, LLC is dedicated to helping individuals and businesses achieve their financial goals.
How the Advisor Helps Clients – Key Takeaways:
SEAPORT FINANCIAL PLANNING, LLC offers a wide range of financial services to help clients manage their money and plan for the future. Some key takeaways include:
- Personalized financial planning that takes into account individual goals, risk tolerance, and financial situation.
- Expertise in investment management, retirement planning, tax planning, estate planning, and more.
- A commitment to providing unbiased and objective advice to help clients achieve their financial goals.
Facts and Insights:
SEAPORT FINANCIAL PLANNING, LLC has been in business for over 10 years and has a team of highly qualified and experienced advisors. The firm is known for its personalized and attentive approach to financial planning, and has a proven track record of helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 7 | Over 10 years |
Financial Services Offered:
SEAPORT FINANCIAL PLANNING, LLC offers a wide range of financial services to help clients build and preserve wealth. These services include:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types:
SEAPORT FINANCIAL PLANNING, LLC works with a diverse range of clients, including:
- Individuals
- Business owners
- High net worth individuals
- Corporate executives
- Retirees
- Non-profit organizations
Fees & Compensation:
SEAPORT FINANCIAL PLANNING, LLC charges a fee-only structure, which means that the firm is compensated solely by the fees paid by clients. This eliminates potential conflicts of interest and ensures that the advisors are working in the best interest of the clients.
Background:
The team at SEAPORT FINANCIAL PLANNING, LLC is made up of experienced and knowledgeable financial advisors who are committed to the success of their clients. They stay up-to-date on the latest financial trends and strategies to provide clients with the best possible advice and solutions for their unique financial needs.
Financial Advisor Disclosures to Know:
SEAPORT FINANCIAL PLANNING, LLC is a registered investment advisor and is held to a fiduciary standard, meaning that the firm is legally obligated to act in the best interest of its clients. It is important for clients to understand any potential conflicts of interest and fees associated with the services provided by financial advisors, and the team at SEAPORT FINANCIAL PLANNING, LLC is committed to transparent and open communication about these issues.