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Don't Be Unprepared for the Unexpected with Financial Legacy Planning

Create Your Financial Plan
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Issues to Consider:

  • Family lifestyle
  • Current debts
  • Spouse and dependent care issues
  • Existing family resources 

The Legacy Planning Solutions:

  • Establish target family income needs and determine which financial obligations will be satisfied in the event of a premature event 
  • Determine if any assets and existing life insurance will be available to meet ongoing financial obligations
  • Calculate the difference between the family income needs and financial obligations, and the current assets and existing life insurance available to meet those needs; purchase additional life insurance if there is a gap

Watch our myMoneyGuide overview to learn more about this online guided financial planning experience.


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

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Call 800.706.9991 Now or Fill Out This Form to Rquest a Local Consultation Regarding Legacy Planning.

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:
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Get you comfortable with the right products and the right team to serve you
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Make your day-to-day banking simple
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Resolve out-of-the-ordinary items responsively
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Invest in you and your community