WHO WE SERVE
Small Business Owners
Financial Advisors For Small Business Owners in Lexington, KY
Serving Small Business Owners: Empowering Your Financial Future
At Seals Financial Planning & Investments we understand the unique challenges and aspirations that come with owning and managing a small business. One of the most critical aspects of securing your financial future, as both an entrepreneur and an employer, is establishing a robust 401(k) plan for yourself and your employees. That’s where we come in.
Why Choose Us for Your 401(k) Needs?
- Cost Savings: We are committed to ensuring that your 401(k) plan is not only effective but also cost-efficient. Through strategic planning and participation in the Multiple Employer Aggregation Program (MEAP), we help you leverage economies of scale, reducing plan expenses and maximizing returns for you and your employees.
- Streamlined Administration: Say goodbye to the headache of managing complex administrative tasks related to your 401(k) plan. Our team takes care of the paperwork, compliance requirements, and day-to-day administration, allowing you to focus on continuing to grow and maintain your business.
- Reduced Fiduciary Responsibility: As a small business owner, you already shoulder numerous responsibilities. Let us alleviate some of that weight by guiding you through the fiduciary responsibilities associated with your 401(k) plan. Through our participation in MEAP, we provide expert advice and support to ensure that your plan meets regulatory standards and safeguards the financial interests of you and your employees
- Personalized Service: At Seals Financial Planning & Investments, we prioritize personalized service and human connection. When you partner with us, you’ll have direct access to a dedicated team who understands your unique needs and goals. No automated systems or endless wait times—just real people providing real solutions, whenever you need them.
Let’s Secure Your Financial Future, Together
Whether you’re considering establishing a new 401(k) plan for your small business or seeking to optimize your existing retirement strategy, we’re here to help. With our expertise, dedication, and personalized approach, we empower small business owners like you to build a solid foundation for retirement and achieve long-term financial success.
Ready to take the next step? Contact us today to schedule a consultation and discover how we can tailor our services to meet your specific needs and objectives.
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