Regulatory and Disclosure Information for Seelan Wealth Strategies LLC
Investment Advisory services are offered through Coastal Investment Advisors, an SEC-registered investment advisor. We are not rendering or offering to render personalized investment, financial planning, or tax advice through this website. Please consult legal or tax professionals for specific information regarding your individual situation. This website is limited to the dissemination of general information on services offered and provides an efficient mechanism in which a prospective client may contact the advisor. Advice can only be rendered within the context of an executed investment advisory and/or financial planning contract between the client and the advisor. Coastal and Seelan Wealth Strategies, LLC are not affiliated.
References made, and discussions of various investment solutions or offerings are for informational purposes only. Such investments may not be suitable or appropriate for all investors. Individual investment strategies and solutions will be based on individual discussions with your advisory representative. No portion of videos presented is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice.
Seelan Wealth Strategies LLC maintains a principal place of business in the State of Oklahoma. Advisors for Seelan Wealth Strategies LLC may transact business only in States in which they are registered, or in which they are excluded or exempted from registration. The Advisors for Seelan Wealth Strategies LLC must also be registered or exempted or excluded from registration in any state in which they follow up on individualized responses to persons in that State that involve either the effecting or the attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation.
The information in this website is based on data gathered from what we believe to be reliable sources. Information throughout this site, whether stock quotes or any other statement or statements regarding market or other financial information is not guaranteed for timeliness or accuracy and is not intended as the primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor. The identification of specific securities and model portfolios is made on the assumption that the investor would participate in the investment or portfolio on a long-term basis and only after consulting with their investment advisory representative to determine their individual needs, financial position, and tolerance for risk among other things. With respect to any such identification, there can be no assurance that fund or model portfolio will in fact perform in the manner suggested. All references that might be made to an investment or portfolio’s performance are based on historical data and one should not assume that this performance will continue in the future. Past performance is not indicative of future results. In some cases, our recommendations may include commission-based insurance products. Such products will only be offered through an appropriately registered insurance broker. Coastal Investment Advisors does not offer insurance products.
Our website may contain previous newsletters or articles where specific information may be dated and may no longer reflect the views, opinions and recommendations of Seelan Wealth Strategies LLC. No client or prospective client should assume that any such discussion serves as a substitute for, or in place of, personalized advice from Seelan Wealth Strategies LLC.
Any videos provided by Seelan Wealth Strategies LLC are for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. No portion of videos presented is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in this presentation is derived from sources that Seelan Wealth Strategies LLC believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.
Links to Other Websites
This site may provide links to other websites and resources. Seelan Wealth Strategies LLC has no control over such websites and resources, is not responsible for their availability and does not endorse and is not responsible or liable for any content, advertising, products and other materials on or available from them. Seelan Wealth Strategies LLC shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused with use of such sites or resources. Your use of such sites or resources shall be subject to the terms and conditions set forth by them. All such information is provided solely for convenience and information purposes.
The correct strategies for investors with active management expertise fall on the opposite and of the spectrum from the appropriate approaches for investor’s without active management abilities. Aside from the obvious fact that skilled active managers face the opportunity to generate market-beating returns in the traditional asset classes of domestic and foreign equity, skilled active managers enjoy the more important opportunity to create lower-risk, higher-returning portfolios with the alternative asset classes of absolute return (Absolute return is the return that an asset achieves over a certain period of time), real assets, and private equity. Only those investors with active management ability sensibly pursue market-beating strategies in traditional asset classes and portfolio allocations to nontraditional asset classes.
At SWS we help to manage your wealth using offer comprehensive strategies and a mix of different securities products, including:.
- Fixed Indexed Annuities
- FDIC insured, guaranteed of principle product (Please remove as this can be confusing to non-investors or list a specific example of a CD you sell)
- Fixed Annuities
- Alternative Investments and Strategies
- Retirement Plannings
- Stocks, Bonds, Mutual Funds, REITS.
Below we have listed some of the main questions people have about company structures and general answers in a side-by-side format. If you’re wondering the differences between an LLC versus Corporation, this may help you decide what entity is best for you.
Mergers And Acquisitions
- Simple IRA
- ROTH IRA with Tax Efficient Conversion
- Defined Benefit Plan
- Simplified Employee Pension Plan
- Maximizing Social Security Benefits
- Distribution Planning
- Financial “guarantees” (Such as Fixed Annuity)
Business executives, corporate officers, attorneys, and other professionals may be overlooked by other investment firms that focus on high-income families and business owners.