Seal Financial Services, Inc.

Trusted Advisers for Managing Family Wealth

 

At Seal Financial Services, we're dedicated to your financial success.

 

Whether you are an individual or institutional investor, we specialize in helping you prudently manage and profitably grow your assets to realize both immediate income and long-term capital appreciation. 

Headed by our principals, Janet McCoy, CFP®  and Gregory Seal, CFP®, our caring team of professionals listens carefully to you and your needs - then helps you address the complex interweaving of your financial and health care issues to find the best solutions for you and your family.

In fact, unlike other financial planners, we believe that effective estate planning is not a one-dimensional enterprise. It must be an integrated process that focuses on both your short- and long-term health, values, needs and desires.

That's why, we also draw upon the expertise and work closely with trusted outside resources, including care managers, attorneys and accountants - to help you develop a complete life and wealth management plan that fits your lifestyle and objectives for today and tomorrow.

 For more information on our services and solutions, as well as our proven 25-year track record for helping families like yours succeed, please don't hesitate to call Janet McCoy, or me, at:

303-671-9777 or 1-800-279-8035.

We look forward to helping you achieve your goals.

Sincerely,  


Gregory P. Seal

President

CFP®, MBA, CIMC®, CIMA®

CFP® and Certified Financial Planner are federally registered service marks of the Certified Financial Planner Board of Standards, Inc.

 

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Car Affordability

How much can you afford to pay for a car?

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Fuel for the Economy

The world has become so dependent on oil that most economies simply could not exist in their present forms without it.

World of Opportunity

It may be tempting to think that investing at home is enough, but that kind of thinking misses opportunities that may be available through foreign investments.

Conserve Your Estate

Are your estate strategies up-to-date and ready for whatever legislative changes lie ahead?

The Savings Scare That Wasn’t

Although some economists and media outlets paint a picture of a looming savings crisis, with close to 80 million baby boomers on the cusp of retirement, you may find that the nation’s personal savings rate isn’t all that important.

More Newsletters →