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Take Control of Your Finances by Partnering With an Independent Financial Advisor in Lexington

The privilege of being your trusted financial ally is not something we take lightly. No matter your life stage, we’re here to help you enjoy a smooth financial journey.
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About Us

From tackling personal decisions to reaching important milestones, my job as a fee-only fiduciary is to guide you on the path to your highest success in financial planning.
I’m fueled by my commitment to excellence and go the extra mile to make sure clients are fully satisfied with my work. We are committed to helping you make financial decisions today that can shape the future you want tomorrow.
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Who We Serve

Based in Lexington, KY and St. Croix, USVI, our ideal clients include pre-retirees and employees who are asking, “Will I be okay when I retire?” and “Will I outlive my money?”

We specialize in providing tailored investment advice to the employees of the University of Kentucky, Toyota Manufacturing, and Baptist Health.
Who Do We Serve?

University of
Kentucky Employees

Toyota Georgetown Assembly Plant Employees

Baptist Health Nurses and Employees

Retirees and
Pre-retirees

Our Services

As a fee-only, independent firm, based in Lexington, KY and St. Croix, USVI, our personalized service is designed to meet the unique needs of each individual or employee.

Seals Financial is focused on 5 key areas of retirement planning to help you enjoy the retirement you’ve always dreamed of. With honesty and integrity at the forefront of our values, we offer a trusted opinion as fiduciaries to help you develop a financial plan customized to your life, values, and goals.

Financial Planning

Retirement Planning

Investment Management

Estate and Legacy Planning

Insurance Planning

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Community Service

I divide my time between Lexington, KY and St. Croix, US Virgin Islands. On St. Croix I partner with the University of the Virgin Islands Research and Technology Park to help achieve the goal of developing a highly skilled, financially savvy and globally competitive workforce in the USVI.

Our Process:
Seals Financial Planning Blueprint

You work hard to earn a living and diligently save for the future. Many people lack the time, skills, and interest to grow their wealth, but the services of a trustworthy team can systematically help you retire as quickly as possible. It’s never too early to start preparing for retirement. The earlier you begin planning, the more time you have to save and build a stable financial future. Our 5-step process can offer you the confidence of knowing that your financial future is built on a stable and trustworthy foundation.
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Step 1: Discovery

We work together to understand your needs, wants, and goals for retirement. An initial assessment of your retirement portfolio is always free of charge and provided without obligation to work with me in the future. 

Step 2: Evaluate Your Current Position

We make sure you are comfortable while reviewing your current investments to verify you have everything you need to successfully pursue your future goals.

Step 3: Create Your Retirement Roadmap

Together we develop a custom financial plan to help you retire well, regardless of economic uncertainties.

Step 4: Build Your Future

We implement a custom-made retirement plan with the strategies we discussed and begin by repositioning your assets to the appropriate accounts.

Step 5: Ongoing Care and Support

We continuously monitor your accounts and make small adjustments as your needs and goals change. I am always here to answer your questions and will continue to educate you with the most up-to-date information.

Ready to start the conversation?

We’re here to help you understand the most important questions you’re asking. Take the first step today.
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© 2023 Seals Financial Planning & Investments VI, LLC. All Rights Reserved | Investment advice offered through Seals Financial Planning & Investments VI, LLC., a dba of Keystone Financial Group, registered investment advisor. Seals Financial Planning & Investments VI, LLC and Keystone Financial Group are separate entities. 

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