Working with the right financial planning team can make all the difference. Here’s our story. #feeonly #fiduciary
S.E.E.D. Planning Group, LLC
Financial Services
Binghamton, New York 419 followers
Fee-Only Financial Planning by Fiduciaries
About us
S.E.E.D. Planning Group is a fee-only financial planning and investment fiduciary with a duty to put our client's needs first. We believe you should have access to high-quality financial planning regardless of how much money you have. Our goal is to empower you to live your best life and help you achieve your own unique definition of financial success. We are a fiduciary, and we put your best interests first. All of our financial planners and wealth managers are on salary - no commissions. Our financial planning costs are fully disclosed, transparent, and easy to understand. Check out our 'Ditch the Suits' Podcast at https://seedpg.buzzsprout.com/ *Members of the National Association of Personal Financial Advisors (NAPFA) and the Fee-only Network*
- Website
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http://www.seedpg.com
External link for S.E.E.D. Planning Group, LLC
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Binghamton, New York
- Type
- Partnership
- Founded
- 2013
- Specialties
- Financial Planning, Investment Planning, Situational Planning, Building and Maintaining Wealth, Standard of Living and Income Planning, Insurance needs assessment, College Planning, Retirement Planning, Estate and Elder Care Planning, Budgeting, Debt Management, and Saving Goals Planning, Employee Benefits Selection, Estate Planning, and Elder Care Planning
Locations
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Primary
Get directions
31 Lewis St
Binghamton, New York 13901, US
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Get directions
3247 Vickery Rd
Syracuse, New York 13212, US
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Get directions
2669 Main St
Whitney Point, New York 13862, US
Employees at S.E.E.D. Planning Group, LLC
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Kerstin Driscoll-Witt
Visit 401ktime.com | Director of SUITE(k) | Flat Fee For Service 401k Platform | No Commissions | Investment Fiduciary
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Kayla Record
🎓 Sr. College Planning Specialist at S.E.E.D. Planning Group, LLC | Board Member, SEEDs of Hope
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William Hamilton
CFO, CTO @ S.E.E.D. Planning Group | Fee-only Financial Planners & Investment Fiduciaries
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Richard Hayes
Data Analyst @ S.E.E.D. Planning Group | Fee-only Financial Planning by Fiduciaries
Updates
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Looking for help planning your retirement? Our financial process can help you address the big life questions you may be asking, such as when you should take Social Security. What pension option should you choose? Should you consider a Roth conversion? https://lnkd.in/eXHt8sCu
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🧮 Crunch those numbers, Rick! We are glad to have you. #syracuse #newhire #team #feeonly #fiduciary
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📊 Are you currently participating in your workplace retirement plan, such as a 401(k) or 403(b)? 🏈 Take a look at this article from our Retirement Plan Team! https://lnkd.in/erNi2nh9
Get in the Game!
http://401ktime.com
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🔥 Our Ignite program was developed to help those between the ages of 23 and 43 that are wanting to utilize their discretionary income efficiently to maximize savings and investments - based on the FIRE movement. #financiallyindependent #retireearly https://lnkd.in/e6rAquJa
Ignite Financial Planning Program
http://www.seedpg.com
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🟠 Welcome to the team, Richard! Our Syracuse is growing!! https://lnkd.in/engBCXj9
Rick Hayes Joins S.E.E.D. Planning Group ➡ S.E.E.D. Planning Group
http://www.seedpg.com
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Retirement planning can be confusing. This is why we have developed a multi-meeting experience to help you address questions about your pension, Social Security timing, drawing money from your investment accounts, and how taxes affect your financial future. https://lnkd.in/eXHt8sCu
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“We help people overcome the challenges that are holding them back so they can experience personal fulfillment.” In this video, Jeff Chase, Sr. VP of Financial Planning explains this is our ‘Just Cause’ at S.E.E.D. Adopted by the influence of Simon Sinek, this ‘Just Cause’ is the underlying foundation of why we do what we do and gives us a guiding light as to what all this is for. We believe that we are not just a financial planning company, but we are real people, just like you, that have a passion for helping others overcome the things that are holding them back in life. We all get one shot at this life, our goal is to help you get the most out of it! #money #finance #family #kids #marriage #work #retirement #investing #stocks #stockmarket #career