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Would you like to schedule your complimentary review or speak with a planner about your individual situation?

Please feel free to contact us by reaching out through the form below. We look forward to hearing from you!

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First Name (Legal)*
Last name*
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Employer*
Why are you reaching out? Select all that apply.
- Review my 401(k)
- Review my Simple IRA
- I need to open a Simple IRA
In regards to your workplace retirement plan, what are your biggest questions? (Select all that apply)
- Do I have the right investments?
- Are my beneficiaires accurate?
- Am I deferring enough of my salary?
- Am I on track to retire?
- What should I do with old retirement plans?
- Should I be putting money in a Roth Account?
- Should I consider a Roth Conversion?
Outside of your workplace retirement plan, what are your biggest concerns? (Select all that apply)
- Am I saving enough for retirement?
- I want to retire early. How can I?
- When should I claim Social Security?
- What pension option should I choose?
- I would like to get on the same financial page as my spouse/significant other.
- I have too many investment accounts.
- I am paying too much in investment fees.
- Is there a better way for me to reduce the taxes I am paying?
- Is life insurance neccessary or appropriate for me?
- I need to set up or review my estate planning documents.
Additional questions or concerns?

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Contact Us

607-217-5091
info@seedsuitek.com

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31 Lewis Street, Ste 401
Binghamton, NY 13901

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Syracuse, NY 13212

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