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The Power of Connection and Purpose
Important Updates and Insights Just for You!
At S.E.E.D. we are committed to our ‘Just Cause,’ which is to help others overcome the challenges that are keeping them from personal fulfillment.
With each newsletter, we will share insights from our team that demonstrate this commitment — both in our work with you as a client and within our own organization.
Highlights:
Admin Roundtable - with special guest, Brad Eaton
The Creation of Sift Investment Management – Brad Eaton, SVP Investment Services
The Power of Connection and Purpose - Tonya Laughing, Client Services Associate
Help Us, Help You!
Share your feedback with us.
We’re always looking for ways to improve your experience, and we’d love to hear from you! Do you have suggestions on how we can serve you better? Is there a topic you’d like more information on? Let us know!
We will be responding to your questions and feedback in a live fashion. Once a month, a select group of employees will answer your questions, discuss your suggestions, and go over your thoughts on what we are doing well and what you want to see improved! We can't wait to hear from you!
Thank you for helping us grow and improve!
Special Announcements
Admin Roundtable
In this episode, hosts Mae and Tonya welcome special guest, Senior Vice President of Investment Services, Brad Eaton from the Binghamton office. Brad shares insights on how S.E.E.D. monitors market news while keeping clients focused on long-term strategy, offering clarity and calm during volatility. He also discusses the recent launch of Sift Investment Management, S.E.E.D.’s dedicated investment division built to deliver research-driven, personalized solutions.
Just Cause Reflections
The Creation of Sift Investment Management
Brad Eaton, Senior Vice President, Investment Services
In a world filled with market noise, it can feel overwhelming to know which opportunities are worth your attention and which are distractions. At S.E.E.D., we saw this challenge in the lives of our clients every day. People wanted clarity, transparency, and investment strategies they could truly understand. They wanted more than just account statements — they wanted a partner who could help them see the bigger picture and sleep better at night.
That is why we created Sift Investment Management, a division of S.E.E.D. Planning Group. The name “Sift” reflects our mission: to carefully filter through the noise of the financial markets and uncover the strategies that align with our clients’ goals.
Sift is built on four commitments.
Enhanced Services: Clients deserve more than a generic plan. Sift offers personalized strategies designed for individual goals and circumstances.
Transparency and Trust: We are a fee-only, fiduciary firm. That means no commissions and no hidden costs. Your needs always come first.
Active Management: Our Ideal-Core strategy is grounded in fundamental analysis. We actively manage portfolios so that every decision serves a purpose and every client’s values are reflected in their plan.
Long-Term Focus: Markets rise and fall. Trends come and go. At Sift, we design strategies for the long run, giving our clients confidence even in times of volatility.
The creation of Sift was not just a rebrand. It was a renewal of our promise to clients: that their goals, dreams, and peace of mind are at the center of everything we do.
Because investing is not just about chasing returns. It is about clarity. It is about trust. And it is about building a future with confidence.
The Power of Connection and Purpose
Tonya Laughing, Client Services Associate
Recently, I had the wonderful opportunity to speak with a client who had just explored the newly launched Sift website. What made this moment so special was her genuine excitement—so much so that she filled out the contact card, even though she was already a client! When we spoke, she shared how much she loves the S.E.E.D. program and didn’t want to miss a single update.
Calls like these are a powerful reminder of our why. Hearing the enthusiasm in our clients' voices reinforces the impact of our work. It’s not just about launching new tools or updating platforms—it’s about creating something that truly resonates, something that helps people overcome challenges and reach their goals.
This kind of feedback fuels us. It encourages us to keep pushing through the hard work and the grind. It reminds us that even during growing pains, our growth is meaningful—because it’s making a difference.
Our Just Cause is clear: to serve, to support, and to inspire. To build programs that empower. To connect with clients in ways that go beyond transactions and into transformation. And to know that our work is not only being seen—but deeply appreciated.
That’s what keeps us going.
Refer a Family Member or Friend
Do you have someone you’d like to refer to S.E.E.D. as a potential new client? We’d love to meet them. The best way to get started is by filling out the form below.