Independent. Fee-Only. Fiduciary.
Our Promise To You
We believe you should have access to high-quality financial planning regardless of how much money you have. We are not your traditional financial advisors. Our goal is to empower you to live your best life and help you achieve your own unique definition of financial success.
We want you to have an awesome experience with real people who genuinely want you to be successful.
We are a fiduciary and we put your best interests first.
A Different Kind of Experience
Real Conversations with Real People
No commissions or Products
Fee-only Financial Planning
Investment Fiduciary
100% Locally Owned
Advice You Can Understand
Multigenerational Planning
No Cost, No Obligation Discovery Meetings
As your financial 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.
Our financial planning costs are fully disclosed, transparent, and easy to understand.
A Place For You
Under 40 and Getting Started
A program specifically designed to help those getting started building their financial lives. We help assess your cash flow, work-place benefits, investment options, insurances, student loans, debt management, and education planning for your kids for a flat monthly fee.
Preparing For or Currently in Retirement
Whether you are retired or planning your retirement, this program will help you put your financial pieces in place. We provide retirement planning projections and advice on Social Security and Pension selection, understanding your benefits, investment guidance, estate, and coordinated tax planning for a flat monthly fee.
Financial Planning + Investment Management
A program for those looking for an all-inclusive financial planning and investment fiduciary management experience with no out of pocket expenses. We help you organize and prioritize your financial life while ensuring your investments are managed in line with your overall goals.
Tax Planning and Preparation
To help clients save money over their entire lifetime by providing affordable and proactive income tax planning and preparation services.
401(k) and SIMPLE IRA Management
Financial Literacy and Leadership Facilitation
A non-profit formed to promote financial literacy and collaborative leadership development.
Featured Content
HELP! – How To Avoid “Being sold to” by a “so-called” Financial Advisor.
