About Our Financial Planning Company in Lexington, KY
Seals Financial Is Dedicated to Your Growth
As a fee-only professional financial advisor, I believe in maintaining a positive mindset, creating partnerships with a purpose, and always striving for significant outcomes. My goal is to set tangible goals and put strategies in place to help you reach retirement as easily and quickly as possible—the sooner you start preparing for retirement, the better.
About
Jack Roberts
Jack Roberts is a financial advisor at Seals Financial Planning & Investments VI, LLC, a financial planning services firm based in Lexington, KY. Since becoming an advisor in June 2023, Jack has embraced his passion for problem-solving and helping people pursue their financial goals. Inspired by his experiences growing up and witnessing the impact that financial stress can have on families, he realized how powerful financial planning can be in changing lives for the better.
He is committed to partnering with clients to navigate their financial journeys with confidence and clarity. Jack genuinely enjoys getting to know each client on a personal level, believing that financial planning is more than just numbers—it’s about understanding their unique stories and aspirations. By building strong personal connections, he creates financial plans that align with clients’ goals while providing objective guidance to help them make sound decisions without emotions interfering.
Jack earned his degree in finance with a concentration in personal financial planning from Western Kentucky University. His love for the constantly evolving nature of the financial industry keeps him engaged and continuously learning, fueling his passion for the work he does every day. Outside of the office, he enjoys playing golf, going to the lake with friends and family, watching college basketball, and traveling. To learn more about Jack, connect with him on LinkedIn
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