(Cindy and Steve Sewell)

Why Choose Steve Sewell, CLU as Your Financial Planner?

SERVICE:

When you work with me, you get me. My clients receive regular newsletters and other updates from me. I meet with all of my clients for regular reviews. I'm always as close as my telephone, and I will return all calls the same day. In short, you will be dealing directly with me, not passed off to someone else.
CREDIBILITY:

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.

INTEGRITY:

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.

PROFITABILITY:

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.

EDUCATION:
  • Bachelors Degree in Business from Carson Newman College in Jefferson City, TN
  • Chartered Life Underwriter (CLU) designation from The American College in Bryn Mawr, PA
  • Insurance licensed for Life, Health, and Annuities by the State of Indiana

​ASSOCIATIONS:
  • National Ethics Bureau
  • Better Business Bureau of Central Indiana
  • Kokomo Chamber of Commerce
  • Society of Financial Services Professionals
  • National Association of Insurance and Financial Advisors
  • Life and Qualifying member of the Million Dollar Round Table

Client Testimonials

"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,
Sewell Retirement Services BBB Business Review

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.
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Please visit our educational website www.SafeMoneyPlaces.com for more information. 

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. ​