We believe that investment management and prudent portfolio allocation can be accomplished with an overall wealth management strategy
Basic & Classic Financial Planning
SEIA’s Basic financial plan is a modular plan based on a single financial theme, such as retirement, investments, estates or other client goals. The client’s financial advisor may deliver a written plan or provide verbal consultations.
The Classic financial plan is a comprehensive analysis providing the client an overview of their entire financial picture in four distinct topic areas: cash flow analysis, retirement income planning, portfolio stress testing and client goal assessment.
These are both one-time engagements, which include consultation for the year.