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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Social Security Options

  Question: Should I delay taking my Social Security benefit?   Answer: One of the most common issues we have been addressing ...

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Family and the holidays

  Question: Any suggestions as to the best way to make my family aware of my financial picture without sharing details?   Answer: ...

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Better look at your IRA again

  Question: What are good ways to leave an IRA to children?   Answer: A few of you reading this think the best way to leave an ...

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