top of page

LIFE PLANNING FOR EVERY STAGE OF LIFE

No matter where your journey begins whether it's your first paycheck or planning for retirement, our life planning team is here for you every step of the way.

Happy Family

Our 
Story

Get to Know Us

Seek Wellth Life Planning Firm, was founded on the core mission that Wellth—not Wealth—is attainable. Our mission is to help you achieve a wellthy existence, prioritizing both your health and financial well-being through each stage of life. Our dedicated life planning team are committed to providing you with the personalized guidance you deserve on your journey to financial success. Let's embark on this path together and transform your dreams into reality.

seek-wellth-logo_2.png
Contact Us

Phone: 205.757.8478

Contact Us

 

INSTAGRAM

  • Instagram

All information provided is for educational purposes only and does not constitute investment, legal or tax advice; an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party's views. The information contained herein has been obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness.

 

Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Edelman Financial Engines. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.

​

Neither Seek Wellth Life Planning Firm nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

​

Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.

bottom of page