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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What's New At SeemanHoltz

Keep up with our most recent client makeovers, free reports and booklets.

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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: 2014

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

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Recent Seeman Holtz Newspaper Articles

Keep up with our most recent newspaper articles that have appeared in newspapers across the country.

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Interest Rates Revisited

  Question: When do you think interest rates will rise?   Answer: The problem is that the people who raise interest rates ...

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They’re never not your children

  Question: I’m worried about one of my children getting too much money too quickly when I’m gone. What are the best ways ...

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Annuities for income but not parking money

Annuities for income but not parking money

The last few weeks I explained how I personally funded an annuity for future income. Several people told me they thought we didn’t ...

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