We help people look at money differently.
Stimulating · Exceptional · Ethical · Duty
Stimulating · Exceptional · Ethical · Duty
Stimulating · Exceptional · Ethical · Duty
WHY S.E.E.D.?
Your Personal Wealth Advocate
No commissions, No sales, No minimums – Fiduciary Advice
Fee-only Financial Planning
Investment Advice You Can Understand
Planning for every stage of life
Access to other trusted professionals like CPA’s and Attorneys
Whether you’re just getting started or have sophisticated wealth planning needs, S.E.E.D. provides independent, unbiased advice along the way.
At S.E.E.D. we take a team approach that provides access to a CERTIFIED FINANCIAL PLANNER™ professional CFP® professional, Accredited Investment Fiduciary®, a Charted Retired Planning Counselor (CRPC®), Certified Portfolio Manager (CPM®) and Business Consultants.
As your wealth planning partner, S.E.E.D. helps to coordinate all your financial planning, investment management, tax planning, and estate planning needs to provide you with the all-encompassing S.E.E.D. Planning Group experience.
Who We Serve
Sprout is appropriate for those
- Getting started
- Building their futures
- Organizing and prioritizing their financial lives
- Wanting objective advice with no sales
Core is appropriate for those
- Preparing for retirement
- In retirement
- Organizing and managing what they’ve accumulated
- Wanting to know if they’re on track
- Wanting objective advice with no sales
Wealth Management is appropriate for those
- With over $1 million in investable assets
- Seeking an all-inclusive program that coordinates all areas of wealth such as:
o Investment management
o Income, Estate, & Tax Planning - Wanting objective advice with no sales
Business Owners
- Business plan design
- Buy sell & business succession planning
- Employee Retirement Benefits Plan Design
- Employee Education and Financial Planning Services
- Retirement Plan Provider and Product Analysis (fees, quality, fiduciary)
SEEDs of Hope is appropriate for those non-profits
- In need of development coaching
- Interested in investment stewardship guidance
- Looking for advice from fundraising professionals
- Creating a sustainable future through legacy gift planning
- Investment Stewardship Assessment and Guidance