Welcome to Sewell Retirement Services


Your Retirement Counseling Specialist

The primary goal of Sewell Retirement Services is to help our clients remove risk and worry from their financial lives. Market loss, catastrophic illness, taxes, inflation and other obstacles can all threaten a retirees nest egg. Providing education in a relaxed, non-threatening environment is our way of working.

This has provided a solid foundation for servicing several hundred clients for over a quarter of a century. Steve Sewell, CLU has been in the financial services industry for more than 30 years. Steve's specialty is working with retirees and people over 55 years of age. Steve's wife, Cindy Sewell, works as the office manager.

Sewell Retirement Services is located in Kokomo, Indiana with an additional office in Carmel, Indiana. This allows Steve Sewell to serve clients all over Central Indiana.

Where We Help

  • ​Retirement Income
  • Financial Protection
  • Wealth Transfer
  • Safe Money Solutions
  • Annuities
  • Life Insurance
  • Long Term Care Options

Where Does Your Retirement Plan Need Improvement?

Retirement ​Income

Are you ready for safe and guaranteed returns on your money? If so, we'll show you which income sources are considered "safe" for your money that only offer guarantees with no risk of losing principal.

Financial Protection

Everyone needs to protect their beneficiaries and nest eggs from financial burdens, such as healthcare cost and high taxation. There's a wide range of insurance products that provide solutions to help shield your money from

PERSONAL PENSION PLAN

Many pre-retirees and retirees are concerned that their 401Ks, IRAs, Social Security, and savings won't provide enough income. The Personal Pension Plan strategy "fills income the gap".

WEALTH TRANSFER PLANNING

Wealth Transfer is a financial concept that'll help you preserve your nest egg and distribute it in one of the most tax efficient ways possible. This helps your heirs avoid the "Tax Time Bomb."

Resources

CONSUMER'S GUIDE:
​How to Develop a Customized Retirement Plan with Your Own Personal Pension Plan

ASK US A FINANCIAL QUESTION

Everyone’s financial situation is unique and there is NOT a one-size fits all retirement plan. Ask us questions and get real answers. ​