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S.E.E.D. Planning Group

Offering Great Financial Planning Resources to our Members.

SEED planning

UHS Employees Federal  Credit Union is proud to announce we have partnered with S.E.E.D. Planning Group to offer great financial planning resources to our members. This partnership will give our members a discount on financial planning.

Who Are They?
S.E.E.D. Planning Group believes everyone should have access to high-quality financial planning regardless of how much money you have. Their goal is to empower you to live your best life and help you achieve your own unique definition of financial success. They are a fiduciary, and they put your best interests first. Their financial planning costs are fully disclosed, transparent, and easy to understand.

At S.E.E.D. they take a team approach that provides access to Accredited Investment Fiduciary® professionals, a Charted Retired Planning Counselor (CRPC®), Certified Portfolio Manager (CPM®) and Business Consultants.
As your wealth planning partner, S.E.E.D. helps to coordinate all your financial planning, investment management, tax planning, and estate planning needs to provide you with the all-encompassing S.E.E.D. Planning Group experience.

Why S.E.E.D.?– A personal wealth advocate– No commissions, minimums, proprietary products– Fee-only financial planning– 100% employee owned– Investment advice you can understand– Planning for every stage of life– No cost for the first appointment– Fiduciary advice  Please visit S.E.E.D. Planning Group to learn more. Ready to get started? You can schedule your no cost first appointment by calling S.E.E.D directly at 607-217-5091. Don’t forget to mention you are a Credit Union Member in order to redeem your discounted pricing.

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