Our Process

At Seiler & Associates we keep your goals and objectives in focus, we create a plan built on prudent principles of investing.

Discovery

We want to get to know you and your family. We want to learn what is important to you - your goals and your aspirations. Then we start to build a relationship founded on communication and trust.

Planning

With your goals and objectives in focus, we create a plan built on prudent principles of investing - diversification, low costs, acceptable risks. We document a reasonable course for both the short-term and the long-term.     

Implementation

With commitment from you, we set the plan in motion. Our job is to keep you  focused on your goals and to remove the daily concerns over market "noise." Your job is simply to keep us abreast of changes in your life, so we can adjust the planif necessary. 

Focus On Your Life 

With Seiler & Associates working on your behalf, you can focus on what is important to you - your family, your hobbies, and anything you like to do with your free time. Let us ensure that you are still on track to meet your goals.