Seastrunk Financial Management

Seastrunk Financial Management is a financial planner in Florence, SC. This fee-only firm provides investment management and comprehensive financial planning services to individuals and families both locally and nationwide. They specialize in retirement planning, helping clients navigate the complexities of retirement, such as managing portfolio withdrawals, tax considerations, healthcare costs, and estate planning.

The firm is led by CERTIFIED FINANCIAL PLANNER® Practitioners who operate as a family team. Their approach focuses on helping clients manage the transition from earning income to relying on investment portfolios and savings. For their investment advisory services, the team develops a personalized Investment Policy Statement (IPS) that defines specific objectives, risk tolerance, and liquidity needs. To ensure security, all client assets are held with an independent, third-party custodian, Fidelity Investments. The firm frequently works with executives, business owners with complex tax considerations, and individuals who are approaching or have recently entered retirement.

Located on South Cashua Drive, the office is situated near the Main Post Office and is a short drive from West Palmetto Street.

Seastrunk Financial Management is known for providing time-tested strategies and personalized advice to help clients avoid costly financial mistakes. Their commitment to helping people make smarter, more informed decisions allows families to navigate life's changes with confidence.

As a dedicated financial planner in Florence, Seastrunk Financial Management provides the clarity and coordination necessary for complex retirement and investment needs.