What does “wealth” mean to you? S.E.E.D. Planning Group has heard everything from “the ability to eat and drink my way around the world,” to “making sure my kids are financially secure after I’m gone.” Steve Campbell, Partner and Director of Community Engagement at S.E.E.D. joined the WEBO morning show to talk about how his group tailors financial planning programs to help people of all ages and asset levels. S.E.E.D. integrates your definition of wealth into your financial plan. Whether you’re a millennial struggling with student debt or a retiree contemplating your legacy, S.E.E.D. aligns the organization and management of your finances to the achievement of your goals.
How can they help you? S.E.E.D. Planning Group is a locally-owned, fee-only fiduciary firm that believes you don’t have to be rich to receive high-quality financial consulting, planning and investment services. S.E.E.D.’s goal is to help people reach their desired financial success to empower them to live their best lives. As a fiduciary, S.E.E.D. is not only committed but also obligated to put the client’s best interests first. That means they don’t work on commission or sell proprietary products. The fees for their services are disclosed, easy to understand and listed on their website. The entire team at S.E.E.D. Planning Group invites you in for a cup of coffee and a no-cost, no-obligation discussion to learn what wealth means to you. You can request a meeting by calling Steve at (607) 217-5091 or learn more about S.E.E.D. Planning Group at https://www.seedpg.com/.
You can listen to the full morning show interview below:
