S.E.E.D. Planning Group, LLC

Working with the right financial planning team can make all the difference. Here’s our story. #feeonly #fiduciary

?????????? ?????????????? ?????????? ?????????????? ???? ?????????????????????????? ???????????????? ?????????? ???????? – We proudly announce Tyler Sherven, Senior Investment Planner, has been promoted to Manager of Institutional Services. Tyler has been with our firm since 2021. In this new role, Tyler will focus his efforts on coordinating the services provided to S.E.E.D.’s not-for-profit investment clients while taking a more active role in delivering the firm’s investment and fiduciary consulting services. According to Brad Eaton, Senior Vice President, Investment Services, “As a valued member of the Investment Team, Tyler has consistently demonstrated his commitment to S.E.E.D. and its clients, as well as to his own personal development. He has prepared himself for this new position by serving as leader of the Specialized Investment Team since early 2024 and taking on leadership roles for several key projects and initiatives throughout our organization.” Tyler, a resident of Buffalo, New York, was awarded the Accredited Investment Fiduciary Analyst? (AIFA?) designation from the @Center for Fiduciary Studies? in December 2024. S.E.E.D. Planning Group, LLC 31 Lewis Street, Ste 401 Binghamton, NY 13901 607-217-5091

??? On today's episode of award-winning Ditch the Suits Podcast, co-hosted by our CEO, Travis Maus, and Sr. Marketing Director, Steve Campbell, we're diving headfirst into the nitty-gritty of estate planning with our special guest, Kristen Luce, Partner at Coughlin & Gerhart LLP. Kristen shares her journey and passion for helping clients navigate the often murky waters of estate planning. Together we discuss how many people feel overwhelmed and hesitant to start their estate planning because, let’s face it, nobody wants to think about their mortality. But Kristen reassures us that it’s all about getting organized and taking proactive steps. We touch on the importance of having a good team in your corner—fee-only financial planners and attorneys who actually communicate and work together. Together, we unravel the mystery of why having a solid estate plan is essential, especially when life throws curveballs your way. We tackle the common misconceptions that make people hesitant to seek professional help and why you should throw your trust into the hands of someone who knows what they’re doing (spoiler alert: it’s not always the first Google result). Kristen explains how to navigate the legal labyrinth of financial planning, ensuring you don’t end up in a pickle when it counts the most. Takeaways: ? Estate planning isn’t a one-size-fits-all process; working with an attorney who gets your unique situation and crafts a plan that truly reflects your wishes is crucial. ? Clients often struggle to get organized for estate planning, but with a solid questionnaire and guidance, the process can be smoother and less daunting than you think! ? Understanding the legal side of financial planning is essential, especially during tough times, as it helps to ensure your family’s stability and peace of mind in the future. ? Communication is key in estate planning; a good attorney listens to what’s important to you and explains things in plain English, avoiding the dreaded legalese. ?? Watch the full episode at https://lnkd.in/eNz-NGnA ?? Listen on any podcast at https://lnkd.in/eK_QJ5JM

?????? ???????????????? ?????????? ??.??.??.??.’?? ???????????????????? ???????? ?????????? ???????? – S.E.E.D. Planning Group, LLC proudly announces that Mae Tichenor, Senior Administrative Coordinator, has joined our leadership team.? S.E.E.D.’s Leadership Team was formed to acknowledge team members who exemplify our company’s values and have personally and professionally dedicated themselves to inspiring, mentoring, and leading others in pursuit of making a difference in everything they do.? All members of our Leadership Team are personally invested and committed to our success as shareholders in S.E.E.D. Planning Group. Each member plays a personalized role in S.E.E.D.’s collective success and either leads or contributes to teams focused on executing our firm’s strategic business plan. Mae leads the Admin and Inspiration team and serves on the Advanced Planning Team. For more information on our Leadership Team, please visit our leadership page?visit https://lnkd.in/gR3JbEbp. S.E.E.D. Planning Group 31 Lewis Street, Ste 401 Binghamton, NY 13901 607-217-5091

??? From Jeff Chase, Sr. Vice President, Financial Planning and Sr. Wealth Manager. I recently started working with a new client who was trying to piece together the various aspects of her financial situation. During our initial discussions, it became clear that one of her main frustrations was feeling “stuck” in her job for several more years, convinced she hadn’t saved enough yet to retire. As we explored her concerns and envisioned what retiring sooner could look like, I took a deeper dive into her expenses and lifestyle. Through careful planning, particularly in the areas of income sourcing and proactive tax planning, we realized... read our newsletter for more! Free to subscribe. https://lnkd.in/eF-2_tab

In this episode of Ditch the Suits, Travis Maus, our CEO, and Steve Campbell, Senior Marketing Director, break down the results of a recent survey that asked 1,000 investors working with financial advisors: What matters more—trust or performance? Should it be just one thing or a combination? Don’t you deserve to work with someone who you can both trust not to rip you off and expect performance from? Join us as we challenge the status quo and discuss why clients should raise their expectations. Key takeaways from the survey: ?? 72% of investors prioritize trust over performance ?? How proactive communication and a clear financial strategy build confidence. ?? Tune in now and start getting the most from your money and life! https://lnkd.in/eWwc9z6j

?? We are excited to announce Daniel Kain, MBA, has joined our leadership team. Congratulations Dan! #team #seedpg #feeonly #fiduciary https://lnkd.in/earCWJHj

?? Check out the latest updates and insights from our team and subscribe to our newsletter! Free to join. Leave anytime! #financialplanning #feeonly #fiduciary #justcause #seedpg

Estate planning is the process of arranging how your assets will be managed and distributed after your death or incapacitation. It includes creating wills, trusts, power of attorney, and healthcare directives to ensure your wishes are followed. Proper estate planning helps minimize taxes, avoids probate delays, and protects beneficiaries, including minor children or dependents. It also designates guardians, assigns executors, and provides instructions for financial and medical decisions if you become unable to make them. A well-structured plan ensures a smooth transfer of wealth, reduces legal complications, and secures your legacy for future generations. This is the heart of our conversation on the latest Ditch the Suits Podcast episode with special guest Jessica Blake, a Senior Wealth Manager at S.E.E.D. Planning Group. Check out Ep. 154 - out now! #estateplanning #estates #financialplanning #wills #trusts #podcast

???? We are pleased to announce that Matthew Goliber, an Operations Specialist in our Syracuse office, has been promoted to Manager of Financial Planning Operations, a new position within our firm’s Financial Planning division! ?? Way to go, Matt! Thanks for all you do. https://lnkd.in/eBD-eUZd