Navigating through financial documents is quite a challenge, especially during the pandemic. Most people are unaware of the benefits and the precautions they need to know when dealing with their 401(k), 403(b), and 457 plans. Seed Money Consulting (SMC), a financial advisory firm, is on a mission to help secure people’s financial safety and prosperity. The company recently launched its advisory services in addition to its tax preparation and business consulting (“CFO In-a-Box”) services. All of SMC’s services are designed to allow high quality professional oversight for traditionally underserved markets and demographics. The services are offered at fair and transparent rates to promote awareness and encourage the growth of individuals needing financial planning solutions. Plain and simple, SMC believes everyone deserves a highly qualified financial advisor in their corner – everyone.
“SMC is closing the gap between experts and those who want to better themselves and their family,” said a representative of the company.
SMC partners with clients as an independent fee-based fiduciary for providing advisory services while adhering to laws, regulations, and a strong Code of Ethics.
The experts at SMC focus on services and financial education to accomplish their mission. Their efforts center on concepts found under the umbrella of objective financial planning. Leveraging these concepts aids their clients to implement a comprehensive, tax-centered financial strategy.
SMC’s tax preparation services include federal and state tax preparation as well as filing using efficient, effective, and compliant strategies to avoid unnecessary costs. Its CFO In-a-Box services offer business consulting in the areas of controller, treasury, governance, and audit. Lastly, they give comprehensive financial planning.
SMC’s unique approach to financial planning is on-demand, consistent, and flexible. Talking to their fiduciary advisor lets clients discuss their goals, responsibilities, and fears. Both parties will outline a 12-month schedule, including frequency of meetings and reporting according to the clients’ circumstances and budget. The firm doesn’t use retainer fees and does not sell financial products.
Once engaged, clients can access their unique account for their key information in one secure location. They can also adjust the frequency and depth of planning components as they see fit with Real-Time access to their dedicated advisor. This process requires no cancelation fees.
SMC incorporates their clients’ goals and responsibilities into a forward-looking financial projection. Their financial model provides snapshots of their clients’ financial plans considering various economic scenarios and assumptions.
At a minimum, SMC annually issues confidential financial reports to their clients. The frequency of reporting is set at engagement and depends on the clients’ financial complexity.
For more information on SMC, visit https://www.seedmoneyconsulting.com.
About Seed Money Consulting (SMC)
Seed Money Consulting is an independent, fee-based, financial services company and Registered Investment Advisory (RIA). Information about SMC is available on the SEC’s website at www.adviserinfo.sec.gov. The firm’s name or CRD # 306209 can be used as a search term.
Company Name: Seed Money Consulting
Contact Person: Sean J. Ellis, VP Relationship Manager
Email: Send Email
Phone: (520) 870-3424
Country: United States