What does your
Retirement Dream
look like for you?
Coastline Plan
Click question to expand
Retirement FAQs
Blue FAQ Column
When can you retire and not run out of money?
How do you maximize Social Security & pensions?
How do you pick the right Medicare & drug plan?
How much income will you need in retirement?
How do you overcome the challenges of inflation?
Green FAQ Column
What happens to your portfolio in a down market?
How do you manage income in a volatile market?
How do you create a tax efficient retirement plan?
How to protect your assets from medical bills?
How do you efficiently pass wealth to your heirs?
What Our Customers Say...
Excellent on Google 4.8 (23)
Google Review Summary
Center summary card with star rating and CTA button.
Review Tile 1
Sample customer review excerpt with name and star rating.
Review Tile 2
Sample customer review excerpt with name and star rating.
Review Tile 3
Sample customer review excerpt with name and star rating.
Review Tile 4
Sample customer review excerpt with name and star rating.
WHEN WAS THE LAST TIME SOMEONE REALLY LISTENED TO WHAT YOU HAD TO SAY?
At Seaside Ledger, listening is the first (and most important) part of how we craft personalized retirement road maps. We learn your priorities, model income scenarios, and create a step-by-step plan so you can retire with confidence.
Life can be complicated and retirement planning is not as simple as we'd like. With a trusted advisor and 22 years of experience, Seaside Ledger simplifies the journey—let's meet online to discuss what matters and see if we should work together.
Corbin Lindsey
Financial Advisor
Request a FREE Consultation
In headline, the word “FREE” is set to accent color #E7C65C.
KEY COMPONENTS OF RETIREMENT
Retirement Planning
Social Security
Pension Max
OUR SERVICES
Strategies to guide your retirement
Tax Planning Strategies
Often we think of taxes in the month of April and we miss the whole point of smart retirement tax strategy implementation. Learn how to incorporate tax-aware withdrawals and planning into your retirement model.
Annuity Strategies
If you're seeking stable growth with downside protection, a Fixed Index Annuity may be right for you. We explain trade-offs, fees, and how annuities can fit a retirement income plan.
Medicare Options
We review plan choices, drug coverage, and travel-friendly options to help you choose Medicare coverage that fits your lifestyle and budget.
Federal Employees
Specialized guidance for federal employees to navigate benefits, pensions, and retirement timing decisions tailored to public service retirement systems.
Send us a quick message
* INDICATES REQUIRED FIELD
PLEASE CHECK BOX *
By checking this box, I consent to receive transactional messages related to my account, orders, or services requested from Seaside Ledger. These messages may include appointment reminders and service updates.
We appreciate your Online Review!
Click to Scan
Our Contact Info
Seaside Ledger Financial Services
136 Hillside Drive E
Burleson, TX 76028
Client Resources
Agent Networking Meeting
CLICK TO READ OUR FULL DISCLOSURE
The information contained herein is proprietary to Seaside Ledger and/or its content providers; it may not be copied or distributed. This material is not to be distributed without express written consent. For legal or tax advice, consult your qualified attorney or CPA. Investing involves risk, including potential loss of principal. Fiduciary services are offered through registered advisors. Contact us for full license and state-specific disclosures.