Areas of Focus
Based on your personal objectives, we are here to assist you in the accumulation of wealth to help ensure a satisfying retirement, protect your estate, and provide for your family. Seagroves Financial prides itself on taking a comprehensive approach to customizing financial solutions to your needs. Our advisors encourage clients to integrate existing relationships with trustees, attorneys, accountants, and other professionals. Our areas of expertise include:
Life Insurance - preserving your assets and protecting your income amid life's uncertainties.
Wealth Management - taking advantage of your opportunities for growth while minimizing the impact of inflation, taxes, and market fluctuations.
Educational Funding - positioning your resources to achieve your goals for higher education.
Retirement Planning - providing you with the tools and strategies to help you accomplish your retirement dreams.
Estate Planning Strategies - helping you preserve what you have worked hard to build and plan for tax advantaged distribution of your assets to heirs.
Income Protection Planning - protecting your current income stream and future earnings in the event of disability.
Long-Term Care Planning - protecting your assets from the rising costs of long-term care that can affect your financial future and that of your loved ones.