VIDEOS AND CONTENT
Contact Us
Working with a professional – S.E.E.D. can help you
We have covered a wide range of topics in this 'working with a financial professional - what you need to know' video series. In this series, we have covered the following topics:✅ How advisors are paid✅ Recognizing conflicts of interest when working with a financial...
Who is your financial advisors team?
Is it better to work with an individual financial advisor who conducts their practice more as a solo practitioner or an advisor who functions as part of a larger team? How can you tell if you have an individual or a team? What is the contingency plan if something...
Asset Minimums – Marketing ploy or reason to work with someone?
✅ Have you ever visited a financial professional's website only to discover they have an asset minimum? 📊 What is an asset minimum?! 💵 You have to have how much money to work with them?! Yikes! 🚪 Is this a legitimate reason to work with someone or just a marketing...
How to recognize conflicts of interest with a financial professional
👍 Have you ever entrusted your money and investments to a financial professional? 🤯 Do you know how to recognize conflicts of interest? 🤔 Do you have a way of telling if a recommended investment or product is actually appropriate for 𝐲𝐨𝐮 and in 𝐲𝐨𝐮𝐫 best interests? 🤗...
How are financial professionals paid?
Have you ever wondered how financial professionals are paid? (wait, they make money?!) There are three main ways! Fee-only. Fee-based. Commissions. Wondering which one is appropriate for you?! Tune in as we breakdown each form of compensation and help you identify...
Myth-Information Video Series
In this series, we address some of the internet's most popular suggestions when it comes to your money and what you should do. Before we get started, these videos are intended for educational purposes only and should not be considered investment, legal, or tax advice....
What is a stock?
Investopedia defines a stock (also known as equity) as a security that represents the ownership of a fraction of a corporation. This entitles the owner of the stock to a proportion of the corporation's assets and profits equal to how much stock they own. Units of...
HELP! – How to avoid “being sold to” by a “so-called” financial advisor.
Gimmicks. Big words, expensive cars, and fancy suits. Promises, pages, and pages of glossy reports, pie charts, and stories about how their perspective is special because of their history. We call them asset-gatherers, and they are many. They are hunting for money,...
Setting Up and Maintaining an Emergency Fund
How much should I keep in my savings account?We hear this question all the time whether someone is wondering what the goal amount is they should be working toward building up in their savings account or wondering if they have too much in their savings account and...
What Are You Paying For?
Do you pay for financial advice? You probably do if you work with a financial advisor or anyone who sells investments or other financial products. Regardless, I am more interested in why are you paying for advice? How do you know if you are getting your money’s worth?...
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.