Financial Solutions

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What's Most Important to You?


At Seacoast Wealth Management Financial Solutions, we start by getting to know you through personal interactions and detailed conversations, seeking to understand how you see your future playing out financially. Then we'll work with you to determine your risk tolerance and to uncover your specific goals: whether it's to accumulate, preserve or distribute your assets. From here, we develop concise, actionable strategies based on sound financial experience.

Where can I plan for retirement income?

Planning for retirement is an ongoing process of establishing realistic goals and managing financial assets to accomplish those goals. Individuals not yet retired will spend their working years accumulating the assets needed to finance their goals. Retirees focus their attention on maximizing current income and making their retirement savings last throughout retirement.


Issues To Consider?

  • Target retirement age
  • Life expectancy
  • The effects of inflation
  • The rate of return on investments

The Planning Solutions

  • Establish a target retirement age and income level
  • Evaluate current and future retirement assets and income sources
  • Compare future needs with the future resources and take steps to reduce any shortfalls that may be on the horizon
How can I save for a child's expenses?

Research shows that college graduates experience greater earnings, less unemployment and more self-confidence throughout their lives than do high school graduates. On average, people with a college degree earn 81% more than those with only a high school diploma. Over a lifetime, the gap in earnings potential between a high school graduate and college graduate can exceed more than $1,000,000.


Issues To Consider?

  • The current age of the child
  • Type of education desired
  • Current costs of these expenses
  • Types of savings vehicles
  • The effects of inflation

The Planning Solutions

  • Determine the age at which the child will enter college
  • Project future expenses based on the target costs in today's dollars
  • Compare future costs with funding sources and take steps to save
When can I grow my portfolio?

Successful investing requires clear and practical objectives. Without specific objectives it is easy to become distracted by interesting products or emotional events that can deter you from meeting your stated objectives. No investment is absolutely safe; each involves some degree of risk. Risk must be evaluated in relations to return. Selecting the right mix of investments is a complex and challenging task. How do you determine the appropriate investment mix to meet your objectives?


Issues To Consider?

  • Your investment objectives
  • Your tolerance for risk
  • Your investment time horizon

The Planning Solutions

  • Appreciation - Enhances wealth and counteracts the impact of inflation
  • Income - Augments current earnings in terms of after-tax return
  • Safety/Stability - Provides liquidity and relative stability of principal
Will I have enough money for...?

The unexpected loss of a family member can cause tremendous emotional suffering. But if the loved one was a major contributor to the family's financial well-being, that suffering can be compounded by severe financial strain. By managing the risk of such a financial loss, families can reduce the stress and have some peace of mind knowing the surviving members will be provided for.


Issues To Consider?

  • Family lifestyle
  • Current debts
  • Spouse and dependent care issues
  • Existing family resources

The Planning Solutions

  • Establish target family income needs and determine which financial obligations will be satisfied in the event of a premature event
  • Determine if any assets and existing life insurance will be available to meet ongoing financial obligations
  • Calculate the difference between the family income needs and financial obligations, and the current assets and existing life insurance available to meet those needs; purchase additional life insurance if there is a gap
INVEST Financial Corporation, Registered Investment Advisor, Member FINRA/SIPC

815 Colorado Avenue, Stuart, FL 34994
Phone (772) 288-6060 or Toll-Free (800) 706-9991

Registered representatives of INVEST Financial Corporation (INVEST), member FINRA/SIPC. INVEST and affiliated insurance agencies offer securities, advisory services, and certain insurance products. INVEST is not affiliated with Seacoast National Bank, Seacoast Wealth Management Financial Solutions, or other entites named. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank *may lose value.

This information may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

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