Investment Management Services in Lexington, KY
Your Vision Becomes Our Strategy
Seals Financial provides comprehensive financial services beyond investment management. We offer the following services to create a financial plan that aligns with your goals, and ongoing education and guidance to help you stay on track.
Financial Planning
Our financial planning service helps you pursue your goals by creating a practical blueprint based on your unique needs. Working closely with you, we project your future financial wealth and provide guidance to help you make informed decisions.
Retirement Planning
Planning for retirement can be overwhelming, but it doesn’t have to be. To have confidence in a stable financial future, it’s essential to have a well-planned distribution strategy. We can help you create a comprehensive plan that doesn’t rely solely on investment income and allows your portfolio to grow. We also help you plan for required minimum distributions (RMDs) to avoid potential tax penalties. Our guidance lets you enjoy the retirement you deserve.
Investment Management
Given the intricacies of creating a robust portfolio, we can provide valuable assistance in creating a comprehensive investment plan that helps minimize your risk and maximize your savings. We help you consider investment options like IRAs, 401(k)s, and 403(b)s that can grow your money while enjoying tax benefits.
Estate and Legacy Planning
After a lifetime of careful money management and wealth building, it’s crucial to prepare for your future by planning how to distribute your assets to loved ones for their enjoyment and benefit.
Insurance Planning
Our role is to explain what financial risks your plan faces and evaluate whether or not your current policies sufficiently manage those risks. We help you consider a variety of insurance aspects: health, disability, life, long-term care, property and casualty, and asset protection.
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