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Financial Planning

Whether you have a specific financial goal or general uncertainty about your finances, at Seckel Capital Advisors, we are committed to helping you plan and feel confident about your financial future.

Our financial advisors are professionals with expertise in finance, economics, investing, insurance, and more. We believe that every client should get as much help as they need, and that financial planning is a lifelong process that requires constant attention.

With Seckel Capital Advisors' access to wholesale interest rate mortgage lending and insurance services, you can also be sure that we will help you find the best borrowing and insurance rates on the market when the need arises.

Estate Planning

Estate planning protects your loved ones when you're gone or incapable of managing the estate yourself. As such, it is an extremely important but often overlooked component of financial planning.

Our estate planning services seek to minimize the cost of taxes and legal fees, make the estate settlement process as quick and easy as possible, and ensure that your loved ones are provided for.

Retirement Planning

Retirement means different things for different people. Some envision themselves traveling, while others want to spend time with their grandchildren or work part-time. Some want all three, and more!

At Seckel Capital Advisors, our retirement planning services help you navigate pensions, investments, life insurance, Social Security, and other financial considerations to create a customized plan for realizing your kind of retirement- whether it's 30 years away, three years away, or already in swing.

Tax Planning

No one wants to pay more taxes than they have to. With our tax planning services, we help our financial planning clients minimize taxation and have their hard-earned assets available to them when they need them.

Tax planning requires a financial advisor to understand your complete financial profile, and no one puts more time and effort into doing so than our friendly agents.

College Planning

The cost of a traditional college education is more expensive than ever, but that doesn't necessarily mean that you have to take on large amounts of debt to put your child through school.

Our financial advisors are well-versed in the investment strategies needed to put your child or children through school without putting your financial security at risk.

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