Welcome Retail Investors
We redefine the possibilities of retail investing with financial coaching services. By making your money work for you with passive income streams.
Personalized Financial Coaching
We offer 1-on-1 coaching sessions tailored to your specific needs.
Income Portfolio
We specialize in creating investment strategies that prioritize passive income.
Start with a Call — Let’s Build Your Financial Game Plan
No more guessing, no more overwhelm. At SEER Investments, we believe every financial journey should begin with clarity and confidence. That’s why your first step is a complimentary consultation call, personalized session where we dive into your goals and walk through the financial coaching services we provide.
How We Work For You?
Building an Income Portfolio
We’ll help you understand the basics of investing, guide you through building a diversified portfolio, and teach you how to make your money work for you.
Personalized Financial Coaching
We offer 1-on-1 coaching sessions tailored to your specific needs. Whether you’re trying to start investing, creating passive income, or pay off debt, we will work with you to develop a customized action plan.
Debt Elimination & Credit Strategy
Using Velocity Banking that will eliminate your debt sooner.
Options Trading & Income Coaching
For those ready to grow their skill set, we teach how to generate monthly income through conservative options strategies, like selling puts and covered calls.
Services
Schedule Your Free Financial Planning Call Today
Take 30 minutes to talk with a financial consultant about where you are and where you want to go. No pressure. Just clarity.
Personalized Financial Coaching
1-on-1 coaching
Debt Elimination Strategy
Building a Portfolio
Custom Budget
Build a Income
Portfolio
Generating Monthly Cash Flow
Passive Income Strategies
Options Trading
Dividend Investing