Seacoast Financial Planning a financial advisory practice of Ameriprise Financial Services, Inc.
Financial Services - Portsmouth, NH, US
Seacoast Financial Planning a financial advisory practice of Ameriprise Financial Services, Inc. Employees
Patricia Everett
Financial Advisor | CERTIFIED FINANCIAL PLANNER™ practitioner - CFP®
Gregory Vallee
Financial Advisor | Chartered Retirement Plan Counselor™ - CRPC® I APMA®
Charles M.
Private Wealth Advisor | Financial Advisor | CERTIFIED FINANCIAL PLANNER™ practitioner - CFP®
Seacoast Financial Planning a financial advisory practice of Ameriprise Financial Services, Inc. Details
Seacoast Financial Planning a financial advisory practice of Ameriprise Financial Services, Inc.We believe that taking a disciplined and integrated approach to planning for your objectives and goals is one of the ways to plan to reach them. We ask targeted questions and listen closely to your answers. We will strive to work with you to thoroughly understand your current financial situation while also looking at your short-term, mid-term and long-term financial goals. We will help provide you with financial guidance looking to ensure that you are informed on the topics that matter most to you, including cash reserves, investment planning, protection planning, estate and tax planning strategies, planning funding for your child's education, retirement planning, and more. As you approach retirement, we will help you look to establish a smart and careful plan for you to manage those savings so you can continue to live the life you desire throughout your retirement. Through this work, we will look to ensure that your financial plan works for you today and in the future.#seacoastfinancialplanning
