VIDEOS AND CONTENT
Contact Us
The SECURE Act
The Setting Every Community Up for Retirement Enhancement Act (SECURE) was passed in December of 2019. This bill was created to give workers access to retirement plan savings opportunities and to help prevent retirees from outliving their assets.Here are a few of the...
read more
Does the age of your financial advisor matter?
According to various studies and publications, the average age of financial advisors is somewhere between 51 and 55 years, with 38% expecting to retire in the next 10-years. But does the age of your financial advisor really matter?For most of your life, a financial...
read more
Making a Plan to Do Better with Your Money in 2020
Like every New Year we start with the best intentions by setting goals for ourselves.From our own personal experiences, we realize that a lot of these goals are already broken early in the year, so we decided to focus this article on habits to work on rather than...
read more
Is It Time to Set Up a Budget?
Yes, we all hate the word “budget,” but one thing many people don’t realize is that the word budget can mean a lot of different things. It doesn’t necessarily mean that you have to set strict limits for yourself on all your favorite things (dining out, shopping,...
read more
How to make 2020 a financial success – What to Review in the New Year
As we embark on a New Year and a new decade, this is the time we all begin to take stock of where we are, and we think about ways to improve our overall lives and well-being. What can we do this year that we may not have gotten around to last year? How can we be...
read more
Fee-based or fee-only financial planner – what’s the difference?
When you need critical health, legal, or tax advice, you probably seek the services of an expert whom you assume will provide advice that is intended to give you the very best outcomes specific to your personal situation. You do this because the advice you get could...
read more
Behavioral Finance Friday Presents Dealing With Uncertainty Part 3
Behavioral Finance Friday Presents Dealing With Uncertainty Part 2
Behavioral Finance Friday Presents Dealing With Uncertainty
S.E.E.D. Launches Behavioral Finance Friday
DISCLOSURE
S.E.E.D. Planning Group, LLC ("S.E.E.D.") is a Registered Investment Advisor ("RIA"), registered with the U.S. Securities and Exchange Commission (“SEC”). S.E.E.D. provides financial planning and investment management services for clients in New York and other states across the country. S.E.E.D. will notice, file, and maintain all applicable licenses as required by the various states in which S.E.E.D. conducts business, as applicable. S.E.E.D. renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
This web site is intended to provide general information about S.E.E.D. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies, and to be able to contact us for further information.
Market data, articles, and other content on this web site are based on generally-available information and are believed to be reliable. S.E.E.D. does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.
S.E.E.D. will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. The Disclosure Brochure and Supplement are updated at least annually and are available on the SEC website at: You may also contact S.E.E.D. to request a copy.
If you have any questions regarding Compliance and Regulatory information contact us.