Expert Financial Planning for a Stronger Future.

Guiding businesses and individuals through financial complexity.

Our Services

Expert Advice, Built for You

Ongoing Financial Planning

Comprehensive Retirement Planning

One-Off Financial Plans

Flat Fee or AUM Pricing Models

About Us

Meet Your Financial Planner

George Blaskett, CPA

Credentials

About Me

I’m George Blaskett — a CPA and fiduciary financial planner with over a decade of experience helping individuals, families, and business owners make smarter financial decisions.

I began my career in public accounting, working with complex financial situations and high-earning clients where the consequences of poor planning were very real. Over time, I saw a consistent problem: financial advice was often fragmented. Investments lived in one place, taxes in another, and long-term planning somewhere in between.

Seam Financial was built to solve that problem.

Today, I work closely with clients who want clear, thoughtful guidance grounded in both financial planning and tax expertise. My approach is practical, methodical, and focused on long-term outcomes — not products, predictions, or unnecessary complexity.

Above all, I believe good financial planning should help you feel confident, informed, and in control of your decisions.

Why Seam Financial?

Most financial planning firms focus on investments first and address taxes later — if at all. We believe that approach leaves money on the table and creates unnecessary risk.

Seam Financial was built differently. As CPAs and fiduciary advisors, we integrate tax planning directly into your financial strategy from day one. That coordination allows us to make smarter decisions around retirement, cash flow, investment allocation, and major life transitions.

We act as a strategic partner, not just an advisor — helping you think ahead, avoid costly mistakes, and make confident decisions even as your circumstances evolve.

Our difference:

CPA-led financial planning with deep tax expertise
Fiduciary advice — always in your best interest
A calm, methodical approach focused on long-term outcomes

Who Do We Serve?

We work with individuals, businesses and families who value clarity, discipline, and proactive planning.

Our clients often include:

Professionals and executives with complex income and tax considerations
Business owners and consultants balancing personal and business finances
Pre-retirees and retirees seeking confidence in their income strategy
Families looking to preserve and grow wealth across generations

Whether you are approaching retirement, navigating a career peak, or simplifying your financial life, we help bring structure and confidence to the decisions that matter most.

How We Structure Pricing

We believe financial advice should be transparent, straightforward, and aligned with your goals — not driven by commissions or product sales.

Our services are offered on a fee-only basis, meaning we are compensated solely by our clients. This ensures our advice remains objective and focused entirely on what’s best for you.

Pricing is structured based on the complexity of your situation and the scope of planning required. Before any engagement begins, you’ll know exactly what to expect — with no hidden fees, incentives, or surprises. Different fee structures also exist based on the relationship that works best for you, a flat fee or AUM (Assets Under Management) approach for ongoing clients and one-off payment options for financial plan creation with no ongoing relationship.

Our commitment:

No commissions
No product sales
Clear, upfront pricing
Advice aligned solely with your interests

Our Vision

We add value by understanding your goals and financial reality, then applying disciplined tax and planning experience to guide clear, confident decisions.

Our Focus

We focus on coordinated financial and tax planning that brings clarity to complex situations and supports confident, long-term decision-making.

Our Approach

By integrating financial planning with proactive tax strategy, we create practical plans that adapt as your income, goals, and life evolve.

Our Experience

With deep experience across tax and financial planning, we help individuals and families navigate complexity and avoid costly mistakes over time.

Find the Right Solution For You

High income doesn’t automatically lead to long-term financial security. Without a coordinated plan, taxes, investments, and major life decisions often operate in silos — creating inefficiencies, missed opportunities, and unnecessary risk.

We help high-earning individuals bring structure and clarity to their financial life by aligning income, taxes, savings, and long-term goals into a cohesive plan.

Tax Planning & Tax-Advantaged Investing

We proactively identify opportunities to reduce tax drag by coordinating investment strategy, account selection, and long-term planning decisions. The goal is to improve after-tax outcomes, not just pre-tax returns.

Cash Flow Planning

We help you understand where your money is going today and how to structure cash flow to support both current lifestyle and long-term goals. This creates clarity around saving, spending, and major financial decisions.

Investment Management

We design and manage investment portfolios aligned with your goals, risk tolerance, and time horizon — with a focus on discipline, diversification, and tax efficiency rather than market speculation.

Build long-term wealth with financial and tax strategies designed for business owners. We help you align business decisions, personal finances, and taxes to support sustainable growth and long-term success.

Business & Owner Tax Planning

We coordinate business and personal tax planning to reduce overall tax exposure and avoid costly misalignment. The focus is on structuring income, deductions, and timing decisions with intention — not reacting at tax time.

Business Structure & Exit Planning

We help business owners evaluate entity structure, compensation, and long-term exit considerations to support flexibility and tax efficiency over time. Planning early allows for better outcomes when opportunities or transitions arise.

Investment Management For Owners

We manage investments with an understanding of how business risk, cash flow, and future liquidity events affect your overall financial picture. Portfolios are built to complement your business, not duplicate its risks.

Gain confidence in retirement with clear, forward-looking planning. We evaluate income sources, tax considerations, and risks to help position your retirement for long-term stability.

Tax Optimized Withdrawal Strategy

We design withdrawal strategies that coordinate Social Security, retirement accounts, and taxable assets to reduce lifetime tax exposure. The goal is sustainable income with fewer surprises as tax rules and circumstances change.

Risk Management & Cash Flow Modeling

We model different retirement scenarios to understand how market volatility, spending changes, and longevity risk may affect your plan. This helps ensure your income remains resilient across a range of outcomes.

Investment Management

We manage investments with a focus on supporting retirement income, managing risk, and maintaining flexibility over time. Portfolios are structured to align with your withdrawal strategy rather than short-term market movements.

Schedule a Free Consultation

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