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Seacoast Wealth Management - Financial Planning Solutions


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Financial Solutions & Planning

myMoneyGuide

Create your own personalized financial plan with our guided online planning experience.

©MoneyGuide Advisory, Inc. Reproduced with permission. All rights reserved.  

Retirement

Planning for retirement is an ongoing process of establishing realistic goals and managing financial assets to accomplish those goals. Learn how Seacoast can help. 

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Education

Over a lifetime, the gap in earnings potential between a high school graduate and a college graduate can exceed more than $1,000,000. Are your kids prepared for the future? 

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Investment

Selecting the right mix of investments for your portfolio is a complex and challenging task balancing risk and return. Let the Seacoast Wealth team assist you.

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Legacy

The suffering that accompanies the unexpected loss of a family member can be compounded by severe financial strain. Learn how to manage that risk with Seacoast Bank. 

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Have Questions About Financial Solutions? We're Here to Help.

Four Promises. One Goal.
At Seacoast Bank, everything we do is based upon core beliefs summarized in the Four Promises we make to you. When you entrust your banking to us, we promise to:
Promise One
Get you comfortable with the right team to serve you.
Promise Two
Make your day-to-day banking simple.
Promise Three
Resolve out-of-the-ordinary items responsively.
Promise Four
Invest in you and your community.
Our philosophy is dedicated to the promise of simplicity, convenience, expertise, community, and technology with a human touch. On account of all this and more - on account of you - it's time for Seacoast Bank. A smarter bank. A connected bank. And, just as importantly, your local bank.
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The investment products sold through LPL Financial are not insured Seacoast Bank deposits and are not FDIC insured. These products are not obligations of the Seacoast Bank and are not endorsed, recommended or guaranteed by Seacoast Bank or any government agency.
The value of the investment may fluctuate, the return on the
investment is not guaranteed, and loss of principal is possible.
 
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