Financial Solutions


Helping you and your family find

total solutions to life's transitions.

How our Living Legacy Planning helps you:                                    

  • Key 1:  Plan for today and prepare for tomorrow. 
  • Key 2:  Find solutions for long-term security.
  • Key 3:  Implement, monitor and manage your plan.
  • Key 4: Manage your money for success.

 Key 1: How we help you and your family plan for today and prepare for tomorrow.

As a team of highly-experienced Certified Financial Planners™, we at Seal Financial Services are dedicated to your success.

Whether you are an individual or institutional investor, we take pride in helping you manage and grow your investments in the most prudent and profitable way possible.

We address the complex interweaving of each of your financial and health care issues to assist you in developing customized solutions that meet your objectives today and tomorrow. And, we provide a written commitment to you that we will manage your investments according to your personal expectations, goals and needs.

Our firm’s mission is to be your trusted advisor for family wealth management. Our firm was founded on trust, and the real test of our professionalism is the commitment we have to you and your family – and to each and every client and their family – large and small.

We value the trust you place in us with your family legacy. That’s why you can be assured that we will consistently maintain the highest level of confidentiality and respect the trust that you have placed in us.  

In fact, since 1985, we have committed ourselves to assisting people like you in developing  sensible investment strategies and personalized financial plans for today and into the future; and we accomplish this through what we call

 Living Legacy Planning. 


 

The first step in our Living Legacy Planning program is to listen carefully to you and your needs. Then, we help you explore your options and create a customized investment policy statement, which is our written commitment that we will help you plan and manage your investments strictly according to your needs and objectives.

You may be facing lifestyle changes and challenges which require multi-generational planning. Some of these changes and challenges may include:

  • Outliving your present assets.
  • Helping ensure adequate income for retirement.
  • Protecting your wealth through appropriate tax management strategies.
  • Preparing for future health care costs.
  • Transitioning from a home to an alternative living arrangement.
  • Adjusting to the loss or potential loss of a loved one.
  • Coping with an unexpected illness, personal injury and/or incapacity.
  • Avoiding dependence on family and children.
  • Transferring wealth to future generations.

Key 2:  How we help you find solutions for long-term financial security.

Whatever changes and challenges you may be facing, you can count on us to help you not just survive – but also succeed.

At Seal Financial Services, we understand that estate planning is not "one dimensional". That's because the impact that life-altering events may have on you and your family can be overwhelming from both a health care and financial perspective.

And, that’s why our Living Legacy Planning program has been painstakingly prepared to provide a unique, creative and all-encompassing approach to your needs.

In fact, in conjunction with our sister company, C-Hall Corporation, we provide an innovative approach to estate planning for financial and health care needs. We are particularly knowledgeable in elder care issues and are strong advocates of consumer protection, and our services include estate preservation techniques, financial advice, investment strategies and portfolio management.

Not only do we provide a supportive team of professionals to help facilitate the coordination and organization of all of your financial and health care needs, we address the complex interweaving of both of these factors to assist you in developing carefully customized solutions to the challenges that may lie ahead, including:

  • Investment counseling, asset allocation and management.
  • Investment performance protection and monitoring.
  • Estate planning for retirement, wealth transfer and/or charitable gifting.
  • Family legacy protection and transfer through careful asset and tax management. 
  • Complex health care process management and assistance.
  • Integration of available health and wealth resources.
  • Crisis management to assist with the loss of a loved one.
  • Investigation and evaluation of alternative living options.
  • Management of an inherited estate.
  • Assistance in the settlement of estate issues.

Key 3:  How we help you implement, monitor and manage your plan:

 The Process of "Living Legacy Planning" involves: 

 

As the above graphic shows, our Living Legacy Planning is a comprehensive process that begins with helping you explore your options and culminates with the development of a plan that helps you achieve your goals, with careful monitoring and management along the way.

In terms of costs to you, our portfolio management services are offered on a fee basis, which is determined by the size of the portfolio(s) being managed.

In addition, we are happy to work with you to provide financial or settlement analyses, as well as specific recommendations, on a "project" basis.

The bottom line: Our Living Legacy Planning solutions help you to creatively position your estate to maintain your values – and preserve what is most important to you and your loved ones – today and well into the future.

Key 4: How to manage your money with success.  

  • Plan and follow a monthly budget.

  • Avoid impulse purchases.

  • Shop carefully for big ticket items.

  • Buy used or pre-owned when you can.

  • Pay bills on time to avoid late fees.

  • Pay more than the minimum on bills.

  • Keep three months of expenses in an emergency fund.

  • Comparison shop for everything from insurance to mortgage rates.
  • Prepare a will.

Read more about how to develop your own strategies for a secure financial future, with these books co-authored by Gregory P. Seal, President of Seal Financial Services, Inc. .

If you’d like to read more about developing your own wealth management strategies for a secure financial future, be sure to contact our office to order one or both of the following publications co-authored by Gregory P. Seal, founder of Seal Financial Services.

To order, please call us at: 303-671-9777 or 1-800-279-8035.

Or us at e-mail: seal@sealfinancial.com

    

CFP®and Certified Financial PlannerTM are federally registered service marks of the Certified Financial Planner Board of Standards, Inc.