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Empowerment Through Taking Action

Because we are not all the same…

Customized planning programs for families and individuals.

So you only pay for the help you need.

Save money and love life.

Design YOUR Future

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Financial and Lifestyle Planning

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General Financial Planning

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Retirement Planning

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Retirement Income Planning

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Social Security Planning

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Coordinated Tax Strategies

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Pension Selecting Planning

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Inheritance Planning

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Legacy (Charitable Gifting) Planning

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Survivorship Planning

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Senior Care Planning

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Estate Planning (Simple and Complex)

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Insurance Policy Review

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Medicare and Health Insurance Planning

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Insurance Plan Design (Life, Long Term Care, Disability)

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Portfolio Analysis

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Investment Plan Design

Don’t Risk It Alone

Hire a Fiduciary.


Hire S.E.E.D.

“Our job is to look out for you.”

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.