Services

Broadening Horizons is our primary aim—enhancing opportunities and expanding future possibilities in the lives of our clients. We have developed a unique process to Plan, Invest, and Protect the personal wealth of our clients to help them more fully experience a fulfilled life and reach their planned destinations.

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Plan

  • Envision and define your life's values and goals
  • Organize your finances into one live, consolidated view
  • Manage and plan your level of debt with your longer-range goals
  • Chart your financial future with a written plan

Invest

  • Benefit from employer matching, stock options, pension, and other benefits
  • Shelter investments from the negative drag of taxes
  • Allocate your portfolio in alignment with your risk tolerance and goals
  • Discipline your savings and spending habits, and investor behavior

Protect

  • Insure against potential risks to your long-range plans
  • Hedge against longevity risks such as health care costs, pension survivorship, long-term care, etc.
  • Legacy your assets to express your life's values and goals

NaviFolios™

Seaway Financial has a unique investment strategy that is the basis for our NaviFolios™ model portfolios. Studies have repeatedly shown that the greatest factor in investment performance and risk management is asset allocation. Our proprietary model portfolios, called NaviFolios™, utilize mutual funds that specialize in allocating across multiple asset classes around the globe, making tactical changes as market opportunities and risks ebb and flow over time. Thereby, our NaviFolios™ work to navigate changing market conditions and deliver more consistent, smooth returns over time.

Asset allocation programs do not assure a profit or protect against loss in declining markets. No program can guarantee that any objective or goal will be achieved. Investments are subject to risk, including the loss of principal. Some investments are not suitable for all investors, and there is no guarantee that any investing goal will be met. Past performance is no guarantee of future results. Talk to your financial advisor before making any investing decisions.