Take Control of Your Finances by Partnering With an Independent Financial Advisor in Lexington
About Us
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?”
Our Services
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
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
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.