Stimulating · Exceptional · Ethical · Duty

 

Stimulating · Exceptional · Ethical · Duty

 

Stimulating · Exceptional · Ethical · Duty

 

Stimulating · Exceptional · Ethical · Duty

S.E.E.D. Planning Group, LLC

(S.E.E.D.) is a Registered Investment Advisor (RIA) with the SEC. S.E.E.D.’s team provides investment fiduciary and financial planning services to clients. At S.E.E.D. we take our role in your life very seriously. Whether you are hiring us to help you analyze your retirement options, to help you assess senior care options, or to custom design an investment program, we consider it an honor to work for you. Our fees are disclosed, easy to understand, and not predicated on product sales.

“An investment adviser is a fiduciary whose duty is to serve the best interests of its clients, including the obligation not to subordinate clients’ interests to its own. Included in the fiduciary standard are the duties of loyalty and care.”
– SEC study on Investment Advisors and Broker-Dealers, January 2011

S.E.E.D.’s Purpose
is to empower clients to live their lives to the fullest by helping them achieve their own unique definition of financial success.