01. About Us

(Kathie) Jeanne Gallagher is an Investment Adviser Representative (IAR) and Registered Representative (RR) with GWN Securities, Inc.
 
Jeanne's professional background began in management and customer service, where she developed a lasting appreciation for listening to people, understanding their individual needs, and building meaningful relationships. Those experiences continue to shape the way she works with clients today.
 

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02. Our Philosophy

Achieving Success by Working Together
At Seaside Solutions, we believe that financial planning is about people first. Every client has a unique story, different priorities, and their own vision for the future. Our role is to listen, understand what matters most to you, and work together to develop a financial strategy designed around your goals.
 
We believe the strongest client relationships are built on trust, communication, and a genuine understanding of the person behind the numbers. Our goal is to be a trusted resource throughout life's financial journey—providing thoughtful guidance, helping you navigate important decisions, and being there when circumstances and priorities change.

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03. Our Process

Financial Wellness Workshops are offered to groups, organizations and businesses. Focusing on teaching the importance of creating the foundation of financial wellness. Workshop includes the topics below, access one-on-one finacial coaching sessions and individualized goal planning.

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Our Services

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an...
 

Business Succession Planning

The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family. The business is concerned with gaining control of the deceased partner’s interest at a fair price so that it can continue operations without...
 

Asset Allocation Planning

Asset Allocation Planning Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of...

Financial Wellness Begins With Education