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Financial Planning

 

Seeley Investments offers a broad spectrum of financial planning services, trust services and wealth management.   These services include retirement planning, 401(k) rollovers, life insurance, Section 529 college savings plans, stock brokerage, mutual funds, managed money, etc.  Services are all provided through Bannon Ohanesian & Lecours, Bank of New York/ Pershing.

 

Partnership

Christopher Seeley and Seeley Investments work hand in hand with some of the top money managers and mututal funds in the United States and abroad.  Many of our clients' investments are overseen by American Funds, Fidelity Investments, Genworth Private Asset Management and John Hancock Mutual Funds, to name a few.

 

Trust Services

We offer a wide array of trust services to safeguard and maximize settlement funds and future financial resources.  We access each client's unique needs and provide comprehensive recommendation, which may include a Settlement Preservation Trust, 468(B) Qualified Settlement Fund, Medicare Set-Aside or Special Needs Trust.


Settlement Preservation Trusts

A Settlement Preservation Trust (SPT) is an alternative periodic payment funding device that can be used alone or in combination with an annuity. It can provide:

  • Spendthrift protection
  • Liquidity
  • Flexibility

It's possible that a plaintiff will experience a major change in his/her financial position at some point following the settlement of his/her personal injury claim. The SPT provides financial flexibility and controlled liquidity when such a change occurs. The SPT best serves Plaintiffs who have future needs that are uncertain, unpredictable, subject to adjustment and/or event contingent.

Other Features/Advantages of an SPT

  • As interest rates rise, additional income accrues for the benefit of the plaintiff.
  • The trustee can manage the trust to accommodate changes in the plaintiff's tax profile. For example if the plaintiff has significant medical expenses, then taxable income might be preferable to permit offsetting deductions.
  • Used with a structured settlement, the SPT can protect structure payments for future expenses from poor spending choices made be young or careless recipients. 






Contact Seeley Capital Management
(877) 295-1918



Seeley Capital Management has successfully arranged some of the
largest and most high profile structured settlement cases in the Northeast.

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Securities offered exclusively through Ohanesian / Lecours, Inc. Member FINRA /SIPC
433 South Main Street West Hartford, CT 860.521.4751
Securities  offered only in MA, CT, RI, DC, MD, PA, VA, WA