About Us
Seeman Holtz is a Wealth Management & Financial Services firm specializing in the Senior Market. We are dedicated to educating, advising and guiding retirees on strategies that can vastly improve their financial well-being and estate planning.
Products & Services
Recommendations Given (10)
"Great happy hour!!! Food and drinks both great. Service team very nice and professional. Dave M"
Recent Activity
Join a networking group ...or several.
(more)
Join a networking group ...or several.
no plans to
(more)
no plans to
I don't have that problem. Tell them you will have to raise your prices if you don't get timely payments. Also, you can discount the price if they pay when services rendered.
(more)
I don't have that problem. Tell them you will have to raise your prices if you don't get timely payments. Also, you can discount the price if they pay when services rendered.
They may lack experience and the fear of losing money holds people back.
(more)
They may lack experience and the fear of losing money holds people back.
The most important thing is the client. Getting to know what are their goals.
(more)
The most important thing is the client. Getting to know what are their goals.
why not...
(more)
why not...
Tell them upfront, that if this is not a good fit tell me and we will part as friends and the same goes for me. If I don't feel they are a good fit for my business I will tell them.
(more)
Tell them upfront, that if this is not a good fit tell me and we will part as friends and the same goes for me. If I don't feel they are a good fit for my business I will tell them.
I cold called offering low interest lines of credit.
(more)
I cold called offering low interest lines of credit.
All...results vary. Too broad a question. Mostly at this time, having been in the industry for 30+ years, I use protected products for growth and income.
(more)
All...results vary. Too broad a question. Mostly at this time, having been in the industry for 30+ years, I use protected products for growth and income.
Depends what you are trying to achieve.
(more)
Depends what you are trying to achieve.