Comprehensive Financial Risk Advisors
Seeman Holtz Comprehensive Advisory is a leading comprehensive pre- and post-retirement planning company, working with the retirement community since 1998. Our organization serves thousands of clients nationwide, helping them to plan and manage all aspects of their retirement. Seeman Holtz is headquartered in South Florida with local offices from coast to coast. We were co-founded by Eric Holtz and Marshal Seeman, who met as roommates at Washington University (St. Louis).
With core philosophies and unmatched client appreciation and service, Seeman Holtz has a clear vision to become the most respected pre- and post-retirement planning company in the nation.
We are committed to providing value to each client relationship. From the initial conversation, we strive to educate clients on our process, core philosophies, and service model. Our goal is simple enough: to earn all of our clients’ business. We know the only way to achieve this goal is to consistently provide value.
Our company did not start with this philosophy, instead developing it over 15 years of working with retirees. We began by selling products, and over time identified how various products and strategies fit into different family situations most effectively—and, more importantly, which products and strategies didn’t fit in those situations. We started out being good salespeople and over time became advisors.
In 2007, we incorporated our formal client service model into our relationships. We went from being advisors to creating value as trusted advisors. Each day we get better at our craft, and each day our clients benefit more from the relationship.