Book Your Free 'Will My Money Last?' Retirement Analysis
A conversation to find out if your current plan will last your 30+ year retirement
We look at your numbers together, tell you honestly where you stand, and you walk away with clarity on if you can retire when you want without having to worry about running out of money
15+ Years in Business | 300+ Households Served | $400M+ in Assets Guided
Hi, I'm Brad Lineberger
President and Founder of Seaside Wealth Management
I started Seaside because I kept seeing the same thing: people who had saved everything right, but nobody had ever connected the pieces for them.
Taxes, Social Security, withdrawals — all handled separately, all quietly costing them more than they knew.
Working with 300+ families taught me that most people don't find out there's a problem until it's already cost them.
I'd rather show you where you stand now, while there's still time to do something about it.
That's why this conversation is completely free.
Here's What We'll Review Together—
And What You'll Walk Away With
#1: RETIREMENT INCOME ANALYSIS
A Clear Answer On Whether Your Money Will Last
You'll see your retirement income projected over 30+ years with real numbers.
You'll know exactly if and when your money runs out, and what needs to change if it does.
#2: PORTFOLIO AUDIT
A Portfolio Built To Grow, Not Just Drain Down
You'll find out if your investments are actually positioned to grow your wealth throughout retirement.
So you don't just avoid running out, but you also have wealth left to pass on.
#3: RISK ANALYSIS
The Hidden Risks Already Sitting In Your Plan
You'll see exactly how much risk is in your portfolio right now and whether it lines up with what you're actually comfortable with.
"I feel very confident about my financial future.
The Seaside team is very professional and knowledgeable."
Brad never focuses on short-term gains, always emphasizing long-term financial health.
This approach has helped me navigate various life stages with confidence. Brad and team always consider my goals, risk tolerance, and preferences.
They’ve been an invaluable partner.
Patrick
Brad and his team are the best.
I met Brad at a seminar he conducts for future retirees. It provided a wealth of knowledge that led me to hire him as our financial advisor. It was the best decision.
Hiring him will be one of the best decisions you make for your future.
Rick
My husband and I are so happy that we turned our investment planning over to Brad Lineberger with Seaside Wealth.
Brad took the time to get to know us and crafted a portfolio that meets our objectives.
He regularly reviews our goals to discuss additional strategies that can help our long term financial success.
Marcie
Not a sales call. Just an honest look into your current retirement plan
You'll come away from our conversation knowing exactly where your retirement stands.
What's working, what isn't, and what you'd need to do to make sure your money lasts.
If you want to keep working with us after that, great. If not, the clarity is yours to keep.
