S.E.E.D. Values and Purpose
S.E.E.D. takes great pride in our Duty as a Fiduciary. We have a commitment to our clients to continually improve in all aspects of business.
10 Reasons to Work with Us
1Our process is purpose driven. Every recommendation that is made has a documented purpose pertinent to your goals and situation.
2Our recommendations are unbiased and objective. They are based on pursuing your priorities. When looking at a client’s situation, the question we ask is “what would I do if it were me?”
3We make all fees transparent. In such a complex industry with different fee structures, understanding them can be difficult. We’ll make it clear.
4If you have other financial relationships in place, you don’t need to change them. We have clients that do their planning with us and buy their products from their insurance and investment representatives.
5Our process is education-based. We want our clients to have an understanding of the topic(s) of focus in order to make informed decisions.
6We do not have any proprietary products, nor do we receive any pressure to sell any specific products, programs, or companies.
7We take a team-based approach to our planning process. Our clients have a primary contact and also have access to the experience and resources of the entire firm.
8Our clients all have access to a website personalized with their information, including the ability to access information for all financial related accounts.
9Our process allows for an interaction that addresses the issues of concern in an easy to understand and comfortable environment. Whatever the concern(s) may be, we work to help fully understand the issue and the best options to address your concerns.
10We provide personalized financial advice, which comes from a source that researches, customizes, and provides solutions that most benefit you.
No system or financial planning strategy can guarantee future results.
At S.E.E.D. Planning Group, LLC (S.E.E.D.) we strive to provide transparency and clear expectations throughout the financial planning process. Whether you are a prospective client or you have been with us for years, our goal is to provide responsible advice that prioritizes you.
S.E.E.D. is a fee-based financial planning firm, which means our clients pay us a predetermined fee to provide personalized advice. Any fees are based on the amount of work we will be doing for you over a specific period of time and are determined after we’ve mutually agreed upon the areas of planning.
Be sure to inquire about our employer, legacy, and combined services discounts.
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.