Financial planning is appropriate for those looking to organize their financial life while maximizing their available resources. They are seeking clarity and simplification and see the value in a well-defined approach that emphasizes goal setting, flexible options, informed decisions, and implementation support.
Planner clients stay informed, have access to expertise, and get support when making critical financial decisions.
Investment planning is appropriate for those looking for a professional investment fiduciary who aligns their investment strategy to their personal goals and needs. They prefer transparency and no hidden investment charges or commissions.
They view professional investment management as a way to accomplish important planning objectives with the care and expertise of a prudent expert.
Have you recently received a settlement or inheritance? Or are you purchasing or selling a large-ticket item and trying to decide the best course of action?
Situational planning is appropriate for those seeking targeted solutions to specific, well-defined needs or goals.
These clients engage our team on a limited basis and seek individualized guidance regarding their unique situation.
Design and implementation of a customized financial plan taking into account the client’s lifestyle, needs, and goals with a focus on:
By planning services (first time clients) – Check back soon for updated pricing
General Financial & Retirement Planning
Investment Plan Design
Life Insurance Plan Design
Elder Care Planning
Initial set up and ongoing service in the first year also includes:
Amount charged will be based on complexity and estimated time to deliver service.
Initial Set Up
Plan implementation meetings throughout the year
Financial planning fees for retainer clients range
Design and implementation of a customized investment strategy appropriate to the client’s unique life situation, risk preferences, goals, and needs with a focus on:
No minimum requirement for invest-able assets
Services include one-time or ongoing service and support as it relates to the work contracted to complete. They are defined by a client-advisor agreement and are customized per unique case.
S.E.E.D. may use other specialized professionals to assist in this work, including CPAs, attorneys, TPAs, business experts, etc.
Investment management and financial planning services are available separately.
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.