fbpx

👍 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?

🤗 This video can help you recognize conflicts, as well as empower you to ask great questions.

🙏🏼 The best part? You can now ask your professional for their Client Summary Report (CRS). Its a game-changer! Transparency is the key to making good decisions.

To view SEED Planning Group, LLC’s form CRS, please visit https://www.seedpg.com/crs-form/

 

 

Did this video resonate with you? Would you like to speak to our team? We offer a no-cost, no-obligation first discovery meeting to learn if planning is appropriate for you. We have video-conferencing technology and are not limited geographically. Wherever you are, if you need help, we can help you! Connect with us by filling out our form at www.seedpg.com/contact

 

S.E.E.D. Planning Group LLC (S.E.E.D.) is a Registered Investment Advisor (RIA) with the Securities Exchange Commission. S.E.E.D.’s team provides investment fiduciary and fee-only financial planning services to clients. Our fees are disclosed, easy to understand, and not predicated on product sales.

 

Travis Maus is the managing partner and a wealth manager at S.E.E.D. Planning Group, LLC. He earned the Accredited Investment Fiduciary Analyst® (AIFA®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. The AIFA designation signifies the ability to perform fiduciary assessments measuring how well investment fiduciaries are fulfilling their duties to a defined standard of Care. As a wealth manager, he is also a member of the firm’s Financial Planning team where he provides coordinated and strategic financial planning and investment services to families and small businesses.

 

Steve is a partner at S.E.E.D. Planning Group, LLC, and serves as the Director of Community Engagement and Head of Client Experience. He is responsible for ensuring all clients feel welcomed, heard, and appreciated. Humbled by faith, Steve is a community-minded business leader who believes that serving others through giving time, talent, and resources may change someone’s life forever and recognizes that each individual has the capacity to make a significant impact on their community