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 Seemanholtz

The 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.

Order Free Publications

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.


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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Tell the Kids?

  Question: When do you suggest sharing financial information with children?   Answer: Don’t do what I did. Last month I ...

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Another Rick Story

  Question: I have several ideas about wanting to help my grandchildren with the money I won’t need, but then I feel it’s ...

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What We’re Doing

  Question: This is a follow up to last week’s column on what to do while waiting for interest rates to rise.   Answer: ...

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