The SEB Group provides financial planning and consulting services to individuals, high-net-worth individuals, trusts, and estates. Financial planning covers areas like personal finances, education, tax and cash flow, death and disability, retirement, and investments. Consulting services address specific financial concerns such as estate planning, retirement planning, and portfolio reviews. The SEB Group also offers tax services and small business consulting.
The SEB Group charges $500 per hour for financial planning and consulting services. The total cost depends on the complexity of your situation, and an estimate will be provided at the start of the advisory relationship.