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Seneca Financial Management

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Seneca Financial Management is an independent financial planning firm built on clarity, trust, and long-term thinking.

Their team’s experience spans military service, rehabilitation, and financial planning – from supporting recovery at Stanford Hall to guiding individuals and families through complex financial journeys, including lengthy civil court cases. They understand the real-world pressures that come with uncertainty, transition, and rebuilding after life-changing events.

That’s why their philosophy is simple: while it’s important to plan for tomorrow, life today needs living.

At Seneca, they help you build a financial plan that gives you confidence for the future – and freedom in the present.

Type of support provided

Financial Planning

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