POST RETIREMENT PLANNING INC.
PLANT CITY, FLORIDA

POST RETIREMENT PLANNING INC., Plant City

Seeman Holtz is a leading comprehensive pre and post retirement planning company in the nation. We have been working with the retirement community since 1998. Our organization serves thousands of clients nationwide, helping them to plan & manage all aspects of their retirement. Seeman Holtz is headquartered in South Florida, and offers local offices from coast to coast. We are committed to providing value to each client relationship. From the initial conversation, we strive to educate clients to our process, our core philosophies and our service model. Our goal is simple enough: to earn all the business from our clients. We know that the only way to achieve this goal is to consistently provide value. Seeman Holtz works with clients based upon directions that we have developed over 15 years of working with retirees. Our company did not start with this philosophy. We started out selling products. Over time we identified how various products and strategies fit into different family situations most effectively and more importantly which products and strategies don’t fit in those situations. We started out being good salespeople and over time became advisors. In 2007, we incorporated our formal client service model into our relationships. We went from being advisors to creating value as trusted advisors. Each day we get better at our craft and each day our clients benefit more from the relationship. With core philosophies and unmatched client appreciation and service, Seeman Holtz has a clear vision to become the most respected pre and post retirement planning company in the nation. Seeman Holtz is a leading comprehensive pre and post retirement planning company in the nation. We have been working with the retirement community since 1998. Our organization serves thousands of clients nationwide, helping them to plan & manage all aspects of their retirement. Seeman Holtz is headquartered in South Florida, and offers local offices from coast to coast. We are committed to providing value to each client relationship. From the initial conversation, we strive to educate clients to our process, our core philosophies and our service model. Our goal is simple enough: to earn all the business from our clients. We know that the only way to achieve this goal is to consistently provide value. Seeman Holtz works with clients based upon directions that we have developed over 15 years of working with retirees. Our company did not start with this philosophy. We started out selling products. Over time we identified how various products and strategies fit into different family situations most effectively and more importantly which products and strategies don’t fit in those situations. We started out being good salespeople and over time became advisors. In 2007, we incorporated our formal client service model into our relationships. We went from being advisors to creating value as trusted advisors. Each day we get better at our craft and each day our clients benefit more from the relationship. With core philosophies and unmatched client appreciation and service, Seeman Holtz has a clear vision to become the most respected pre and post retirement planning company in the nation. Is President and co-founder of National Senior Insurance, d.b.a. Seeman Holtz. After college Mr. Seeman established and built several successful catalog companies that were eventually purchased. He attended Washington University in Saint Louis and graduated from with a degree in business. Mr. Seeman was co-captain of both the football team and track and field team with his business partner, Eric Holtz. He is a multiple year member of the Million Dollar Round Table and is regularly consulted as an industry expert. Mr. Seeman is married and lives in Boca Raton. Alexandra is a graduate of the University of Florida with degrees in Business Administration and Spanish. She has many years of experience with the company as she joined full time after being a paid summer intern since high school. She has quickly grown in her duties and responsibilities with the title of Marketing Assistant but now manages many special projects in various departments as well. With more than 25 years in the financial industry, Andrea got her start at age 18 working for Merrill Lynch on Wall Street in Market Analysis doing charts and research. After years of doing stock research she transitioned into stock trading for Wall Street Discount, then Muriel Siebert, which was her passion for several years. She eventually moved to South Florida where she managed an institutional stock trading desk and traded for banks and broker dealers with JW Genesis. Antonio’s father immigrated to the U.S (Long Island NY) from Italy at 18. There he met his mother and together they had three children. He states that he got his work ethic and attention to detail from watching his father master his craft and build his own Tool & Die business in Miami FL since 1981. Antonio started his financial career in 1996 as a stock broker with Joseph Charles and Assoc in Boca Raton. Anthony hails from the great State of Michigan, Saint Claire Shores to be exact. In the early days of his life he was a standout athlete in baseball and went to State Competition as a swimmer. He received his formal education at Macomb College in Roseville Michigan majoring in Business. Moving to Florida at the age of 25, Anthony (Tony) entered the mortage… Prior to joining Seeman Holtz, Mr. Williams worked as an attorney in international and national law firms. Mr. Williams counseled clients in the financial services and entertainment industries. His experience includes advising and providing strategic guidance to clients regarding various business and legal matters. Mr. Williams received his undergraduate degree from Harvard University, cum laude, and his Juris Doctor degree from Emory University School of Law. Brian Hand holds the position of Client Service Coordinator at Seeman Holtz. Prior to joining the Seeman Holtz team, Brian started his career in the financial services industry at an independent firm in north Orange county. He has an entrepreneurial background. He was part of a Health Company start up called Tosi Health that has now grown international. He has always had a passion for the financial services industry and for helping people. He strives to create a family atmosphere with everyone he sits down with. He holds licenses in Life, Health and Annuity. Brian was born and raised in Orange County, and in his free time, he enjoys going to Anaheim Ducks Hockey games and spending time with his family.

KEY FACTS ABOUT POST RETIREMENT PLANNING INC.

Company name
POST RETIREMENT PLANNING INC.
Status
Active
Filed Number
P05000114266
FEI Number
251925572
Date of Incorporation
August 17, 2005
Age - 19 years
Home State
FL
Company Type
Domestic for Profit

CONTACTS

Website
http://postretirementplanning.com
Phones
(800) 884-4923
(561) 241-3121
(800) 325-8907

POST RETIREMENT PLANNING INC. NEAR ME

Principal Address
1403 S Wiggins Rd,
Plant City,
FL,
33566,
US

See Also

Officers and Directors

The POST RETIREMENT PLANNING INC. managed by the two persons from Plant City on following positions: Director, Dire

Joseph J Young

Position
Director Active
From
Plant City, 33566

Ashley J Young

Position
Dire Active
From
Plant City, 33566





Registered Agent is Joseph J Young

From
Plant City, 33566

Annual Reports

2024
February 5, 2024
2023
January 28, 2023