RSEEGERWEALTHMANAGEMENT.COM

Richard T. Seeger CFP®, MBA | Investment Strategist | Office: 631.592-9729 | Cell: 516.582-0552

What is a CFP? What is an RIA? New Website coming in the Spring of 2015! At R Seeger Wealth Management is to create a portfolio based on client's risk tolerance and time horizon with a degree of transparency. Of the firm is to enhance the financial success of its clients giving them more time to do what’s really important in life, spending time with loved ones and family. Why R Seeger Wealth Management? Richard T. Seeger CFP , MBA Investment Strategist Office: 631.592-9729 Cell: 516.582-0552.

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Richard T. Seeger CFP®, MBA | Investment Strategist | Office: 631.592-9729 | Cell: 516.582-0552 | rseegerwealthmanagement.com Reviews

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What is a CFP? What is an RIA? New Website coming in the Spring of 2015! At R Seeger Wealth Management is to create a portfolio based on client's risk tolerance and time horizon with a degree of transparency. Of the firm is to enhance the financial success of its clients giving them more time to do what’s really important in life, spending time with loved ones and family. Why R Seeger Wealth Management? Richard T. Seeger CFP , MBA Investment Strategist Office: 631.592-9729 Cell: 516.582-0552.

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Richard T. Seeger CFP®, MBA | Investment Strategist | Office: 631.592-9729 | Cell: 516.582-0552 | rseegerwealthmanagement.com Reviews

https://rseegerwealthmanagement.com

What is a CFP? What is an RIA? New Website coming in the Spring of 2015! At R Seeger Wealth Management is to create a portfolio based on client's risk tolerance and time horizon with a degree of transparency. Of the firm is to enhance the financial success of its clients giving them more time to do what’s really important in life, spending time with loved ones and family. Why R Seeger Wealth Management? Richard T. Seeger CFP , MBA Investment Strategist Office: 631.592-9729 Cell: 516.582-0552.

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rseegerwealthmanagement.com

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Biography | Richard T. Seeger CFP®, MBA | Investment Strategist | Office: 631.592-9729

http://www.rseegerwealthmanagement.com/html/biography.html

What is a CFP. What is an RIA? Richard T. Seeger CFP. I hold an undergraduate degree in Business Administration from Florida Atlantic University as well as a Master’s degree in Finance from Manhattan College. I have held the CFP. As well as CPA’s. On a personal side, I am a member of the Knights of Columbus, Counsel 6911 located in Massapequa Park. I currently reside in Massapequa with my wife, Erin. CRD FIRM #152258 CLICK: NEW YORK. Richard T. Seeger CFP.

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What is a RIA? | Richard T. Seeger CFP®, MBA | Investment Strategist | Office: 631.592-9729 | Cell: 516.582-0552

http://www.rseegerwealthmanagement.com/html/ria.html

What is a CFP. What is an RIA? What is an RIA? Registration does, however, cause one to become legally responsible for the investment advice given, requiring more disclosure to existing and potential clients, and filing of periodic reports with various regulatory bodies and to keep longer, more accurate records of the financial advice given to clients. Richard T. Seeger CFP. MBA Investment Strategist Office: 631.592-9729.

3

Philosophy | Richard T. Seeger CFP®, MBA | Investment Strategist | Office: 631.592-9729

http://www.rseegerwealthmanagement.com/html/philosophy.html

What is a CFP. What is an RIA? Most people fear what they don’t understand. For some, Investing is at the top of their list. There are so many moving parts and choices, where do you begin? You start with a Plan . We plan everyday of our lives, we just don’t realize we’re doing it because it has become routine. Plan Execute. Review. Rebalance. Repeat. Allow me to help you get started, and keep you going in the right direction. Plans need constant updating, attention, and most importantdiscipline.

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What is a CFP? | Richard T. Seeger CFP®, MBA | Investment Strategist | Office: 631.592-9729 | Cell: 516.582-0552

http://www.rseegerwealthmanagement.com/html/cfp.html

What is a CFP. What is an RIA? What is a CFP. Certification: The Highest Standard. Although many professionals may call themselves financial planners, CFP. Professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will make recommendations in your best interest. Board can display the CFP. Board's Standards of Professional Conduct require CFP. Richard T. Seeger CFP.

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Richard T. Seeger CFP®, MBA | Investment Strategist | Office: 631.592-9729 | Cell: 516.582-0552

http://www.rseegerwealthmanagement.com/index.php

What is a CFP? What is an RIA? LET’S CREATE A PLAN TOGETHER. Richard T. Seeger CFP. MBA Investment Strategist Office: 631.592-9729.

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rseegerwealthmanagement.com

Richard T. Seeger CFP®, MBA | Investment Strategist | Office: 631.592-9729 | Cell: 516.582-0552

What is a CFP? What is an RIA? New Website coming in the Spring of 2015! At R Seeger Wealth Management is to create a portfolio based on client's risk tolerance and time horizon with a degree of transparency. Of the firm is to enhance the financial success of its clients giving them more time to do what’s really important in life, spending time with loved ones and family. Why R Seeger Wealth Management? Richard T. Seeger CFP , MBA Investment Strategist Office: 631.592-9729 Cell: 516.582-0552.

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