We help people look at money differently

 

Planning For Your Future

 

Planning For Your Retirement

 

Planning For Your Legacy

Why S.E.E.D.?

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Your Personal Wealth Advocate

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No commissions, No minimums, No Proprietary Products – Fiduciary Advice

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Fee-only Financial Planning & Investment Fiduciary

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100% Locally Owned

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Investment Advice You Can Understand

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Planning for every stage of life

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No Cost for First Appointment

We believe everyone should have access to high-quality financial planning regardless of how much money you have. Our goal is to empower you to live your best life and help you achieve your own unique definition of financial success. We are a fiduciary, and we put your best interests first. Our financial planning costs are fully disclosed, transparent, and easy to understand.

At S.E.E.D. we take a team approach that provides access Accredited Investment Fiduciary® professionals, 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 for you if you are:

  • Getting started
  • Building your future
  • Organizing and prioritizing your financial life
  • Wanting objective advice with no sales

Core is for you if you are:

  • Preparing for retirement
  • In retirement
  • Organizing and managing what you’ve accumulated
  • Wanting to know if you’re on track
  • Wanting objective advice with no sales

Wealth Management is for you if you are:

  • Seeking an all-inclusive program that coordinates income, investments, estate, & tax planning for over $1 million in investable assets
  • 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

Stay Connected

 

Get the insight and information you need to stay on track financially 

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We love connecting with new people. Thank you for giving us the opportunity to share our story with you. If our stories, insights, and messages resonate with you, please let us know because we'd love to connect, hear your story and discover how we can help you.