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Transition Checklist

financial adviceA Transition Checklist:
What Are You Facing?

Life is full of surprises and challenges. Rely on our experts to provide you with sound financial advice that will help you sleep more easily at night and look forward to your future with a sense of security, control and promise.

Are you?

  • Suddenly single: Recently widowed or coping with divorce
  • Building for retirement
  • Fearing that you may outlive your retirement nest egg
  • Experiencing a job loss
  • Planning for college funds for children or grandchildren
  • Relocating for a job, retirement, or other reasons
  • Selling a business
  • Contemplating a new career
  • Experiencing a medical emergency
  • Tending to elderly parents
  • Taking care of a child with special needs
  • Planning for potential long term care needs
  • Managing sudden, perhaps unexpected wealth
  • Managing an inheritance
  • Going from a dual income to single income household

Do you need Financial Advice?

If any of these apply, SeaCure Advisors may be a perfect fit for you.

Our experts welcome the opportunity to guide you through any and all critical life decisions that affect your financial peace of mind.

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Call (877) 328-4037

Contact The Advisors Carolyn: choward@seacureadvisors.com Patty: patty@seacureadvisors.com Bob: bob@seacureadvisors.com
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Transition Checklist

A Transition Checklist: What Are You Facing? Life is full of surprises and challenges. Rely on our experts to provide you with sound financial advice that will help you sleep more easily at night and look forward to your future with a sense of security, control and promise. Are you? Suddenly single: Recently … Read More

Services

What Seacure Advisors Can Do For You Our comprehensive approach never loses sight of the fact that navigating transitions can require particularly innovative and forward-thinking strategies. Working with a team of expert resources—including attorneys, accountants and institutional money … Read More

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Seacure Advisors
677 N. Washington St., Sarasota, FL 34236
4526 Lakecrest Pl., Sarasota, FL 34233
219 E. High St. Lexington, KY 40507
P: (877) 328-4037
CHoward@seacureadvisors.com
Patty@seacureadvisors.com
Bob@seacureadvisors.com

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