Freedom Point Financial

Company:	Freedom Point Financial
Contact:	Marie Seabury
Address:	10808 S. River Front Parkway Suite 359
City:	South Jordan
State:	UT
Zip:	84095
Phone:	801-984-6724
Fax:	801-880-7988
Email:	marie@freedompoint.net
Website:	http://www.freedompoint.net

About My Practice

As a CERTIFIED FINANCIAL PLANNER™ professional, Marie Seabury understands the lifelong impact of comprehensive planning—or lack of planning—every day. She has served the needs of her clients for nearly 17 years, and feels fortunate to have helped so many families and individuals plan for the days when they no longer need to work.

Marie has elected to specialize in working with federal employees because of their unique planning needs—helping to coordinate their exceptional government benefits with the rest of their financial picture which frequently can be complex.

Through extensive training, Marie has learned the specific details of the numerous federal benefit programs, and helps federal families and individuals to maximize those benefits—both while working and in retirement.

Federal Retirement Impact Workshop

Offering Advice Since

2003

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management

Licenses, Certifications, Education, and Affiliations

Designations: CFP®
Insurance Licenses: Life, Health, & Disability
Security Licenses: 7, 63, 65
Education: Personal Financial Planning
Associations & Affiliations: Financial Planning Association
Investment Advisor Registration: Arbor Point Advisors

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies
Commissions and/or loads for investment products purchased

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

Securities offered through Osaic Wealth, Inc., Member FINRA/SIPC, h, Inc. companies are unaffiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Osaic Wealth, Inc. and its representatives do not provide tax advice; therefore it is important to coordinate with your tax advisor regarding your specific situation. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. FINRA Broker Check

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