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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.

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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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Related Resources

Small Business Lending Sees Uptick in Activity

Small Business Lending Sees Uptick in Activity

Seacoast Bank’s Julie Kleffel speaks with the Orlando Business Journal and discusses growing optimism among Florida small businesses resulting in increased lending activity.

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Seacoast's Mark Blanchette one of OBJ’s 2017 Innovations in Technology honorees

Seacoast's Mark Blanchette one of OBJ’s 2017 Innovations in Technology honorees

Congratulations to Seacoast's Mark Blanchette for being named one of Orlando Business Journal's 2017 Innovations in Technology honorees!

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Seacoast's Julie Kleffel Named OBJ’s 2017 Business Executive of the Year

Seacoast's Julie Kleffel Named OBJ’s 2017 Business Executive of the Year

Congratulations to Seacoast's Julie Kleffel for being named an Orlando Business Journal 2017 Business Executive of the Year! Julie is executive vice president and head of community banking for Seacoast and based in Winter Park. She was recognized as part of the publication's annual Women Who Mean Business awards, April 27, 2017.

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How a Pre-Approval for a Home Mortgage Works

How a Pre-Approval for a Home Mortgage Works

Ready to buy your first home? Learn more about a pre-approval letter and how it can give you the upper-hand in a competitive market.

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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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