Client Stories
When I get my monthly financial statements, I kind of blow them off—I know Steve is on top of it!
I work as a nurse at the University of Kentucky. Steve works with many UK employees and knows our company benefits inside and out. I’ve always been very anxious when it comes to finances, wondering if I’ll have enough to retire. But Steve sets my mind at ease. He says, “When you’re ready to retire, just let me know and we’ll push the button.”
I have recommended Steve, and now several of my friends work with him. I always say they’ll love him because he’s very down to earth, forthright, shoots from the hip, and tells it like it is. And I have never felt rushed. You can also tell Steve truly appreciates his clients. Every year he hosts Valentine’s dinner for all of his clients who are single women. I love that he thinks of us on this day. Grounded and knowledgeable, when the numbers go down, Steve really reassures people. He tells me not to panic and has a way of keeping my anxiety level down. When I get my monthly financial statements, I kind of blow them off—I know Steve is on top of it! — Gail
- Gail
Knowing Steve is just a text or phone call away gives me peace of mind and reassures me that my money is being well taken care of.
I started looking for a financial advisor about a year before retiring from my career at Toyota. I first heard of Steve Seals through word of mouth from colleagues, and after meeting with three other companies, the decision to work with Steve was easy. His down-to-earth approach and straightforward method resonated with me. Unlike other advisors who acted as middlemen, Steve provided one-on-one, direct, understandable explanations about how and why my money was being invested.
Steve played a crucial role in helping me deal with the complexities following my parents’ passing, offering guidance on tax laws related to the estate and investment strategies that best served me. If Steve didn’t have the answer, he would connect me with someone on his team who did.
I’ve recommended Steve to several people since retiring, sharing my positive experiences, highlighting his accessibility and the helpfulness of his team. Despite living over 80 miles from his office, Steve has always made the effort to meet on my schedule. I encourage people to at least meet with Steve, emphasizing the value of an additional perspective on retirement planning. Everyone I know that has scheduled a meeting with Steve has chosen to partner with him.
My concerns or questions are always promptly addressed. Knowing Steve is just a text or phone call away gives me peace of mind and reassures me that my money is being well taken care of. — David
- David
Steve goes above and beyond for his clients by making each person feel like a priority and provides confidence that your money is working for you.
I have been in healthcare for 15 years and currently work at Baptist Health. I sought out a financial advisor after logging in to my Fidelity retirement account (provided when I began employment with the hospital) to view my current contributions. I was concerned because my account was not growing at the rate needed for my future retirement, and at that point I knew I needed assistance. Having known Steve Seals for many years, I knew he was the one to help with my financial planning needs. Steve is very personable and passionate about his work, and I trusted his advice and judgment to help my finances grow at a much higher rate.
Steve provides great detail in his explanations to ensure I am aware of and understand the changes happening with my account. He simplifies the process, and I know he is working hard for me to generate positive results. I never hesitate to recommend Steve, sharing how he is friendly, approachable, knowledgeable, and passionate. He goes above and beyond for his clients by making each person feel like a priority and provides confidence that your money is working for you. I appreciate how he communicates well, is always looking out for me, and I love having a feeling of stability in my investments. Steve is much more than a financial planner, he is truly a friend. — Tim Y.
- Tim Y.
Steve truly cares about you, not just your money.
I chose to work with Steve Seals after being referred by a Baptist Health coworker who was nearing retirement and very happy with their work together and the progress she was making toward her goals. My husband and I sat down with Steve to outline our goals for the future and current expectations. He was flexible with our busy schedules and made us a priority.
Steve helped us prioritize and pay off some of our bills, and guided us in setting achievable goals within our desired time frame. We’ve recommended him to multiple friends and family because of his approach: he tailors each plan to the individual’s needs, regardless of the amount of money you have to invest. Steve truly cares about you, not just your money.
The most important benefit of working with Steve and his team is their client-focused planning. Your goals are his goals. He treats you like family and is committed to your goals being met with positive outcomes.
- Jessica
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