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 professional
✅ Understanding asset minimums
✅ Why financial firms created and utilize call centers
✅ Overview of annuities and annuity-type products
✅ Breaking down the age of your advisor and why that could matter
✅ Working with a solo advisor vs a team advisors
Today we share why may be the right team of financial professionals for you if you want to be able to answer and understand all of these points and considerations with confidence.
Thank you for tuning in and watching. If you would like to schedule your first no-cost, no-obligation discovery meeting with one of our fee-only financial planners, please visit www.seedpg.com/contact and fill out our form.
Experience the difference. Experience S.E.E.D.
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