Seaport Financial Education provides education, guidance, financial planning, and retirement consulting. They offer comprehensive financial planning services, including retirement and estate planning, portfolio analysis, and risk management. Seaport Financial also provides consulting services on portfolio analysis, construction, asset allocation, and investment policy development. They do not offer discretionary investment management, ensuring unbiased advice.
Fee Structure
Seaport Financial Education offers a Private Client service for $125 per month (billed quarterly in advance, can be cancelled with 30 days' notice). This includes all the services of the Financial Plan, on-demand access to the advisor, product reviews, economic updates, portfolio analyses, and assistance with other financial professionals.
- Financial Plan: $700, includes a discovery meeting, financial plan creation, portfolio analysis, findings presentation, and implementation follow-up.
- Retirement Plan/Product Pitch Review: $175 for an hour-long review of employer-sponsored plans or investment product recommendations.
- Curated Group Zoom Meetings: $125 per month (3-month minimum) for weekly moderated learning sessions.