Products & Services
At Seacoast Asset Management, Inc., we provide expert assistance in the following areas:
INVESTMENTS
- Stocks and Bonds
- Mutual Funds
- Brokerage Accounts
- Government Securities
- Tax-Free Municipal Bonds
- FDIC-insured CDs
- Fixed and Variable Annuities
- 1031 Tenant In Common Exchanges
- College Tuition Plans
- Education IRAs
- Roth and Traditional IRAs
- SEP and Simple IRAs
- Rollovers and Transfers
- Treasury Bills and Notes
- Separately Managed Accounts
- Fee-based accounts
INSURANCE
- Disability Income
- Life Insurance
- Long Term Care
- Business Continuation
- Deferred Compensation
- Executive Bonus Plans
FINANCIAL PLANNING
- Retirement Income Planning
- Money Management
- Financial and Estate Planning
- Business Continuation and Succession/Exit Planning
- College Tuition Planning
- 401(k) and 403(b) Plans
- Charitable Gifting and Wealth Transfer Services