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. Advisory services offered through Osaic Advisory Services, LLC. Osaic Wealth and Osaic Advisory are separately owned and any other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory. FINRA Broker Check

DISCLAIMER: Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included. No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR). MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services. Under no circumstances shall My Federal Retirement, or its parent company One Hour Marketing, its officers, directors, employees, or agents be liable for any direct, indirect, incidental, special, punitive or consequential damages that may result in any way from the use of any financial planner or professional, whether an individual or institution, listed in this directory or on the MyFederalRetirement.com Web site.

Footer