Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Retirement Plan Distribution
  • Investments
  • Social Security Retirement Benefits
  • Family Finances
  • Intergenerational Planning
  • Financial Planning for Small Business
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Charitable Giving Strategies
  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Divorce Financial Planning
  • Domestic Partner Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Cash Flow Management Strategies
  • Insurance

Awards & recognition

  • Seacoast Financial Planning, Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2026

Community participation

Honored to be recognized in Forbes

We’ve got some exciting news to share: Seacoast Financial Planning has been named to the 2026 Forbes Best-in-State Wealth Management Teams list. All of us at Seacoast Financial Planning couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.