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Get a Crystal Clear View of Your Future

Wealth advice with a disciplined, realistic approach is hard to come by. Fortunately, you’ve found your way here, as that’s exactly what Phase Line Financial delivers.

How Can We Help?

Retirement Planning

We take a bucket-based approach to retirement planning, ensuring you have the money you need when you need it , all while fighting inflation and maximizing returns

Financial Planning

We are proud to be fiduciary advisors with deep expertise built around serving you and your unique needs in life with our holistic financial planning services

Investment Management

As fiduciary advisors and investment specialists, we team up with the finest asset managers in the world, focusing on low fees, performance and diversification

Insurance Planning

From life insurance, disability insurance, long-term care insurance and everything in between, we understand what it takes to manage your risk and ensure your future

Business Planning

Phase Line Financial was founded by an entrepreneur and business owner; we have a deep understanding of what it takes for them to be successful and maximize wealth

Tax Planning

We know all too well that it isn't what you make, it's what you keep. All of our strategies revolve around taking taxes into consideration and maximizing your net income


“I’ve worked with Zack Seidman for 5 years, and he is simply the best in the business when it comes to retirement planning. He’s smart as a whip, really knows what he is doing, and is very easy to talk to. My wife and I had a very poor experience with our previous advisor, and the difference is night and day. We are enjoying our retirement knowing we have a great plan with a great advisor. I would highly, highly recommend Phase Line Financial for anyone looking to plan their retirement!”

– Robert H.

“I never thought I’d have a financial advisor that was 3,000 miles away, but I think I found the best one! I talked to several advisors, including one down the street from me, before settling on Zack. Frankly he seemed like he was in a different league than others I spoke with. He provides great insight and really took the time to put together a plan specific to me and my situation. I was worried that moving my accounts over would be a pain, but it was really simple and pain free. Very pleased with experience that I’ve had with Phase Line Financial.”

– Tim A.

Read All Our Reviews on

Phase Line Financial BBB Business Review

Who Do We Work With?


We have deep expertise when it comes to the distribution phase of retirement planning, with a great understanding the risks faced and how to address them


Clients over 50 years old at a perfect place in life to set themselves up for success in retirement, and our focus is on ensuring their success and preparing for retirement

Business Owners

Business Owners face unique challenges when it comes to financial and tax planning. Our roots are in helping business owners succeed and secure their financial future