OUR SERVICES
Seek Wellth Life Planning Firm prioritizes your financial potential with clear and straightforward guidance. We specialize in connecting the dots between essential aspects of your financial life, helping you identify what might be missing and seize opportunities for growth. Our goal is to assist you in building, growing, protecting, and preserving your wellth. We're here to address all questions and guide you every step of the way.
TAILORED SOLUTIONS TO HELP YOU PROTECT WHAT MATTERS MOST
Schedule your Life Planning Session today!
WHAT GUIDES US
1 / We Listen.
We want to know about YOU. We listen to your needs in order to help guide you in the right direction.
2 / Recommend.
We work closely with our trusted partners to ensure that you receive the best-suited solutions tailored to your needs. Our collaborative approach allows us to recommend options that align with your goals and aspirations.
3 / Execute the Plan.
Your physical and financial success is our priority. We are here to ensure that you effectively implement your plan of action, providing guidance and support to navigate any unforeseen challenges that may arise.
1
INSURANCE SOLUTIONS
Protecting yourself against life's unexpected events is crucial, and our integrated insurance solutions are here to help. We design insurance strategies specifically around your everyday life or business needs. Whether it's health, life, general liability, home, or auto insurance, our planners are dedicated to helping you understand the importance of each type of coverage. Let us guide you in securing the peace of mind you deserve.
2
GENERATIONAL WELLTH
STRATEGIES
At Seek Wellth, we believe true generational wellth goes beyond material possessions. Our approach focuses on empowering you to cultivate and maintain intangible assets such as financial literacy, effective budgeting, and holistic health strategies. With our life planners by your side you’ll navigate the journey of protecting and nurturing the principles of generational wellth, ensuring a brighter future for the next generation. Let's build a legacy that enriches both character and well-being.
3
ANNUITIES + RETIREMENT SOLUTIONS
As you prepare for the future, it's essential to build momentum toward your goals. Your retirement years hold the potential for achieving the wellth you've pursued, yet they also raise many questions.
Remember, your 401k or other wealth building products is just one aspect of the broader retirement planning puzzle. Partnering with one of our knowledgeable life planning experts can help you navigate these complexities, ensuring a smooth and confident transition into retirement.
* Certain services provided on an educational and guidance basis only.
THE VALUE OF MEETING WITH A LIFE PLANNER
Our life planners take a personalized approach to creating a road map to help you achieve your idea of generational wellth. We understand that a one-size-fits-all strategy won't suffice, so we begin by getting to know you, evaluating your entire financial landscape, and creating a plan to help you protect, sustain, and preserve what's most important. Our team is dedicated to identifying opportunities to adjust and rebalance in alignment with specific goals. Let us help you navigate your wellth journey with tailored solutions that truly reflect your needs.
GENERATIONAL WELLTH SOLUTIONS
Leaving a lasting legacy for those you love is what truly counts. With our easy-to-understand generational wellth solutions, you can ensure peace of mind for yourself and your family. Let us help you reclaim the precious time you deserve, so you can focus on what matters most—being with the people you care about.
Get a Quote
Request a Quote or Schedule a Planning session.
Contact Us
Phone: 205.757.8478
Contact Us
About Us
About Seek Wellth Life Planning Firm
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.