Seacoast Financial Planning

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Gregory M Vallee

Gregory M Vallee

CRPC®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Gregory M Vallee's website
J Ali Alimi

J Ali Alimi

CFP®, CRPS®, APMA®, CDFA®

Financial Advisor

Certified Divorce Financial Analyst®
Visit J Ali Alimi's website
Charles M Beynon

Charles M Beynon

MSFP, CFP®, MPASSM, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Charles M Beynon's website
Patricia G Everett

Patricia G Everett

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Patricia G Everett's website
Nicolas Curtis

Nicolas Curtis

CRPC®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Nicolas Curtis's website
Mary Gail Sycamore

Mary Gail Sycamore

CFP®, CFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Mary Gail Sycamore's website
Kelly Kingsbury Roskilly

Kelly Kingsbury Roskilly

AAMS®, AWMA®, APMA®

Financial Advisor

ACCREDITED WEALTH MANAGEMENT ADVISORSM
Visit Kelly Kingsbury Roskilly's website
Cole R Parlin

Cole R Parlin

CRPC®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Cole R Parlin's website
Andrew Lane

Andrew Lane

MBA, CPA

Financial Advisor

Visit Andrew Lane's website

Team

Angela Ciani

Practice Manager

Allison Michaud

Client Relationship Manager