Seals Financial Planning and Investments, LLC
Helping you plan for tomorrow, today...
Earning the privilege to be your trusted financial ally is not something I take lightly. No matter what stage you are in life, I am committed to helping you make decisions today that will shape the future you want tomorrow.
Investment advice offered through Keystone Financial Group, a registered investment advisor and separate entity from LPL Financial.
Born in Jenkins, Kentucky, I grew up with a love for basketball and serving my community. After high school, I served nine years in the United States Marine Corps, and then earned a bachelor's degree in accounting. I found myself lucky enough to be the coach of both high school and junior college basketball teams for a few years after earning my degree. Eventually, I was able to put my degree and desire to help others to work as a financial planner. I have worked with and learned from the firms of Edward Jones, US Bank, University of Kentucky Federal Credit Union and CUSO Financial. As an independent registered investment advisor with over 15 years of experience in the investment and insurance industries, my business is founded on getting to know each client personally, allowing me to provide sound financial advice throughout their career and into retirement.
From planning for the financial needs of a growing family to budgeting for the lifestyle you aspire to have during your career and upon retiring, I strive to provide financial advice catered specifically to your needs.
Extensive Experience with 403b Retirement Plans
When working at the University of Kentucky Federal Credit Union, I saw a need to help faculty and staff actively manage their 403b retirement accounts. One of the highlights of my career was seeing this vision through and developing a program focused on individualizing 403b retirement portfolios for faculty and staff. When at the credit union, I received several awards including Silver and Gold Pacesetter Awards, President's Club Award, and the President's Superior Client Service Award.
Financial Advice Across the Lifespan
Whether you are just entering the workforce, are in the prime earning years or nearing retirement, I will work with you to develop a comprehensive financial plan that is tailored to your individualized goals. I have extensive experience in the investment and insurance industries and hold the following licenses: Series 7, Series 63, Series 65/66 and Life, Health and Variable Insurance Licenses.
I divide my time between Lexington, KY and St. Croix, US Virgin Islands. In 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.
Initial Financial Check Up Free of Charge
An initial assessment of your retirement portfolio is always free of charge and is provided without obligation to work with me in the future. I look forward to meeting you and helping you with your short term and long term goals.
133 Cotton Valley Christiansted, USVI 00820
Office (859) 317-8316 Cell (859) 230-3476