Meet Our Team

Get to know each of our advisors and then find out how we can help you complete your comprehensive planning.

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Welcome to Seeman Holtz

A leader in post-retirement financial planning


It’s time to find out how a relationship with a client-focused trusted advisor is supposed to feel like. Our best clients are those that make their own decisions and are simply looking for good advice that they can understand. Take a moment to explore our website, then contact us to find out why more than 85% of our business comes from existing clients.

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Stay up to date and inform yourself with our latest FREE publications about retirement planning and many other retirees interesting topics, is a very easy process to do, just fill out a form and we will mail it to you.

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Latest Blog Posts

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Latest Client Makeover: Traditional legacy planning

After 30+ year of owning their own business, Morty and Linda have amassed a net worth of over $15 Million. Morty and Linda are both 79 ...

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Latest Free Booklet: More Income, Less Risk

You will learn several strategies that we use to safely maximize your income and tax ...

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Latest Free Report: No and low cost options for Long Term Care: 2015

You will learn about the best products on the market today that provide chronic illness protection at no or minimal ...

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Latest Projects

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The Big Picture Matters

  Question: I retired a couple of years ago but haven’t made many financial moves. What are the major decisions I should ...

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Family and the Holidays

  Question: What planning considerations should be considered for first-time grandparents?   Answer: We hope that everyone ...

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I Need Custodial Care- Now What?

  Question: My mother needs custodial care when she returns home from the hospital. What considerations should we be aware ...

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