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Retirement, on your Terms.

PLEASE NOTE, THIS SITE IS CURRENTLY UNDER CONSTRUCTION -3/23/26

At Breakwater Retirement Planning, we specialize in guiding seniors through the complexities of retirement. Our expertise covers Medicare and Long Term Care Insurance, along with personalized retirement planning that includes Social Security Analysis and Annuities to secure your financial future.

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About Breakwater Retirement Planning

Breakwater Retirement Planning is dedicated to assisting seniors in navigating their retirement years with confidence. We provide tailored services in Medicare, Long Term Care Insurance, and strategic retirement planning to ensure our clients can enjoy their golden years without financial stress.

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Our Mission

Your Peace of Mind

At Breakwater Retirement Planning, our mission is to empower seniors with the knowledge and resources needed for a secure retirement. We focus on crafting personalized plans that encompass Medicare options, Long Term Care Insurance, and effective Social Security strategies.

We are committed to enhancing the quality of life for our clients by providing expert financial planning services that address their unique retirement needs, ensuring they can enjoy their retirement years to the fullest.

Meet Our Team

The Breakwater Retirement Planning team consists of experienced professionals who are passionate about helping seniors achieve financial security in retirement. We work diligently to provide tailored solutions with integrity and compassion.

Seth Funk

Owner and Principal Broker

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