01. About Us

(Kathie) Jeanne Gallagher is an Investment Adviser Representative (IAR) and Registered Representative (RR) with GWN Securities Inc.

I am a Maine native and with my husband (40yrs!) Michael, we raised our two now-adult children in a small town on the coast of Maine. We taught our kids to respect and value each other, with a "do unto other as you would have them do unto you" mindset.

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02. Our Philosophy

At Seaside Solutions, we truly believe that education is the foundation of Financial Wellness. The terms "learning" and "teaching" are interchangeable. My responsibility is to learn about you, our client. Together, we will delve into your goals and dreams and determine your personalized financial path.

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03. Our Process

Financial Wellness Workshops are offered to groups, organizations and businesses. Focusing on teaching the importance of creating the foundation of financial wellness. Workshop includes the topics below, access one-on-one finacial coaching sessions and individualized goal planning.

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Our Services

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an...
 

Business Succession Planning

The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family. The business is concerned with gaining control of the deceased partner’s interest at a fair price so that it can continue operations without...
 

Asset Allocation Planning

Asset Allocation Planning Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of...

Financial Wellness Begins With Education