Retainer Client Services

At Sea Clear Financial Planning, our ongoing financial planning services involve implementing, updating, and revising our clients Comprehensive Financial Plan throughout the year. Through meetings our clients are able to clearly see the progress they are making towards achieving their goals. For our

The Retirement Planning phase involves integrating the age our clients would like to be financially independent given their resources and stated financial goals. It involves reviewing current living expenses and establishing an expected retirement living expense. We will provide a detailed