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Career

John Stanton | Sep 26, 2024

Plan First

Lifestyle
Career
Retirement Planning
Wealth Management
Investment Management

Plan First Philosophy

 

Sound planning must support the adoption of any financial/investment strategy. Our practice will work with you to help you analyze your

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  • Home
  • About
    • What Makes Us Different?
    • Our Team
    • Our Process
    • Fee Transparency
    • Our Clients
    • SeaCrest Wealth Management
    • Charles Schwab
  • Our Services
    • Financial & Retirement Planning
    • Investment Management
    • Advanced Strategies
    • Tax Management
    • Estate Planning
    • Keeping You Informed
    • Get Started
  • Resources
    • Blog
    • Video Library
    • Useful Websites
    • Calculator Library
  • Media
  • Contact

Let's talk to find out how we can help you reach financial freedom

 

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

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2020 Calamos Court, Suite 200
Naperville IL 60563
(630) 445-2380
JStanton@seacrestwm.com

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