Tampa Bay, FL
Florida Veterinary Advisors
Mr. Seeko's specialty is to help associate veterinarians and practice owners establish great financial habits and behaviors. He has found that many veterinarians do not have a philosophy on how to handle their finances. His mission is to be a guide for veterinarians so they can understand what financial success means to them and at the same time enjoy their life. He is able to discuss topics such as debt paydown, budgets, protecting your income, minimizing taxes, and where is the best place to put money. He is in the business of helping people get things done. He currently lives in Tampa, Florida with his beautiful wife, Patricia, and their Maltipoo, Theodore.
Topic #1: Establishing Balance in Your Financial Life
Description: Learn 5 steps on how to setup the basic foundation to your financial life. This involves getting organized to perform "financial triage," becoming fully protected from unplanned events, developing the habits of a world class saver, building a bucket of cash for flexibility and opportunities, and to design a strategy to live short term debt free.
Topic #2: Budgets: Why They Do Not Work
Description: Most people have the desire to get control over their spending but fail to follow through. In order to effectively get control there needs to be purpose and necessary actions to establish the habit. I will discuss the difference between a budget and a spending plan, the purpose for a spending plan, and what this will help everyone accomplish short and long term.
Topic #3: Paying off Debt The Right Way
Description: Most people do not like debt and the interest that comes along with it. What happens in most cases is that people will spend much of their efforts to eliminate debt but remove all flexibility. This leaves them vulnerable to life's unknowns and they are unprepared. I will discuss what has been found to be the best way to pay off debt and what will have the longest impact.
Topic #4: Where to Save Money and How to Setup Systematic Savings Outside a 401(k)
Description: Learn about the different places to save money, the advantages, and how to set up a savings plan outside of the plan at work.
Speaker Fees: Available upon request.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian) New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Florida Veterinary Advisors is not an affiliate or subsidiary of PAS or Guardian. Florida Veterinary Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. California License #0K80141. 2019-77168 Exp 3/21