We Thrive On Helping You Grow
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.
Financial Planning and Coaching Helps You:
- Determine your goals and objectives as you see your life develop
- Use your values and motivations as a framework for making choices and decisions
- Understand money is only a tool to help you get to where you want to be
Financial Planning and Coaching Helps You:
• Determine your goals and objectives as you see your life develop
• Use your values and motivations as a framework for making choices and decisions
• Understand money is only a tool to help you get to where you want to be
Planning Includes Your
Values
- Family and Relationships
- Notions of Personal Fulfillment
- Beliefs and Attitudes
- Health and Well-being
Values
- Family and Relationships
- Notions of Personal Fulfillment
- Beliefs and Attitudes
- Health and Well-being
Financials
- Lifestyle Realization
- Debt Reduction
- Retirement and Investing
- Tax and Estate Planning
Financials
- Lifestyle Realization
- Debt Reduction
- Retirement and Investing
- Tax and Estate Planning
Community
- Culture and Creativity
- Giving and Volunteerism
- Community Enrichment
- Stewardship and Legacy
Community
- Culture and Creativity
- Giving and Volunteerism
- Community Enrichment
- Stewardship and Legacy
How do you define wealth? At SEED Planning Group, LLC we don’t believe wealth is the amount of money you have.
Money is simply one tool you use to live your best life.
What’s on your mind?
Which option should I choose for my Social Security or Pension?
How can I ensure my family is financially provided for if I’m not here?
What are my options for funding my child’s education?
What is the most tax-efficient way to gift money to family?
How much can I draw from my investments without running out?
Should I consider consolidating my investment accounts?
A Place For You
Sprout
- Getting started and building your future
- Organizing and prioritizing your financial goals
- Analyzing your student loans
Core
- Preparing for retirement or currently in retirement
- Organizing and managing your financial life and assets
- Determing if you are on track
Wealth Management
- An all-inclusive program that coordinates income, investments, estate, and tax planning for over $1 million in investable assets
Bloom Tax Partners
To help clients save money over their entire lifetime by providing affordable and proactive income tax planning and preparation services.
SUITE(k)
SEEDS of Hope
A non-profit formed to promote financial literacy and collaborative leadership development.
Featured Content
Fee-based or Fee-only Financial Planner – Whats the difference?
