I have been in the financial services industry since 1982. I see and service many clients around Central Indiana. They appreciate the fact that I have seen and adapted to the many changes in the economy and financial world over the last 30 years.
I encourage all prospective clients to check my credentials through the Central Indiana Better Business Bureau and the National Ethics Association. I'm also happy to provide references from my clients as well. I'm proud of my Life Membership status in the Million Dollar Round Table, a worldwide organization of professionals. My CLU designation, which requires 300 hours of credited study, is comparable to the CPA designation for accountants. And I am a member of NAIFA, the National Association of Insurance and Financial Advisors.
Simply put, my clients do not lose money. They not only receive competitive returns, but also they learn ways to protect their life savings from taxes, probate, and nursing home expenses, and from out-living their money. I'm able to offer references to other experts in the areas of finance, accounting, and law.
"I am a widow and during the past few years, I have relied totally upon Steve Sewell's advice concerning my financial affairs. I trust him completely. He is a competent and conscientious financial advisor and a friend." - J.J.W. Marion, IN
"Steve Sewell is trustworthy and reliable. His considerate and knowledgeable advice have been the best. I consider him a friend as well as a trusted financial advisor." - J.M.H., Kokomo,
We are a proud member of the safe money places agent network
The Safe Money Places® Agent Network is a national organization of independent, like-minded financial professionals who operate under the Safe Money Places® philosophy.
The network’s mission is to educate the public about Safe Money Places® and how “safe money products” will help keep their wealth intact and safe.
Members provide their clients with the knowledge about how “safe money products” can provide income vehicles during retirement, help preserve their estates, and how certain financial products can do BOTH.
Please visit our educational website www.SafeMoneyPlaces.com for more information.
Sewell Retirement Services
3460 Cinnamon Trace
Kokomo, IN 46901
Phone: 765-457-9795 or 800-375-2042
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