Financial Services
Wealth Management in Lindenhurst, NY
Richard Seeger of R. Seeger Wealth Management Ltd. in Lindenhurst, NY is proud to offer a wide range of services to help clients develop a financial plan. His independent, “fee-only” firm continues to serve clients all along the East Coast – from New York to Florida. As a client, your needs will always be put first. Whether you need help planning for retirement or putting your estate in order, Richard is here to ensure you make informed decisions for your financial future.
Affiliated with several local estate attorneys and tax professionals, Richard can lead as your trusted advisor. He invests in top technology for clients’ safety regarding personally identifiable information (PII).
Richard is dedicated to forming collaborative relationships with his clients built on trust and respect. By choosing to work with Richard Seeger, you can rest assured knowing your wealth and financial needs will be managed the right way.
Our services include (but are not limited to):
Retirement Services
As you approach retirement, it’s important to manage your money properly in order to live the life you planned for. Richard provides retirement planning and management to guide you through the tough choices in life, helping you to make the right decisions. He works with you to understand your unique situation and develop a personalized plan to manage your assets. Additionally, Richard offers ongoing help with your retirement benefits, social security decisions and insurance plans. He is here to help you make choices based on the interests of you and your loved ones.
Estate Planning
Estate planning is an important aspect of your overall financial plan. Developing a comprehensive estate plan will give you greater control and opportunity to leave more behind for your loved ones. Richard’s estate planning tools and resources can ensure your affairs are handled according to your wishes. Learn more by visiting the Estate Planning Page or contact Richard today.
Trust Services
A trust can help you manage your wealth and support the people and causes you care about most. It can also minimize the effect of taxes, so you can keep more of the assets you have worked so hard to achieve. Richard provides trust services to help you protect your finances and provide for your special loved ones after you are gone. He can manage your trust assets, assist you or your family in handling complex estates, and ultimately, preserve your legacy.
Next Generation Wealth Education
Through education, planning and preparation, Richard helps clients successfully transfer wealth to the next generation. By educating current and future generations about their family finances, he is able to preserve not only their wealth, but the relationships as well. Understanding one’s role and responsibilities is a critical and important component to succession planning.
To ensure your success, Richard wants you to be actively involved in the process. Together, you can build an effective financial plan that gives you peace of mind about your future. Contact Richard today at (631) 592-9729 to schedule a consultation.
Disclaimer
R. Seeger Wealth Management, Ltd (“RIA Firm”) is a SEC registered investment adviser located in Lindenhurst, NY. R. Seeger Wealth Management, Ltd may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. R. Seeger Wealth Management, Ltd web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of R. Seeger Wealth Management, Ltd web site on the Internet should not be construed by any consumer and/or prospective client as RIA Firm Name’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by R. Seeger Wealth Management, Ltd with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of R. Seeger Wealth Management, Ltd, please contact the state securities regulators for those states in which R. Seeger Wealth Management, Ltd maintains a registration filing. A copy of R. Seeger Wealth Management, Ltd current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from R. Seeger Wealth Management, Ltd upon written request. R. Seeger Wealth Management, Ltd does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to R. Seeger Wealth Management, Ltd web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.