Seaside Solutions and CAPITALChoice Financial Group offers independent financial guidance and education in the following key areas: investment planning, risk management, college funding, retirement planning, and estate conservation.
Our services are designed to help you answer the following questions:
- How can I get more from my investments?
- How can I reduce my exposure to risk?
- How much money will I need to live comfortably in retirement?
- Am I saving enough?
- How can I save for college?
- How can I reduce estate taxes and preserve more of my assets for my heirs?
- Do I have enough life insurance?
- Is there a way that I can reduce my debt faster?
Once your goals and priorities are established we will help guide you on appropriate ways to stay on track with your financial game plan and make adjustments as you progress and as your goals grow and change.