Shining a Light
    on Your Financial Future

    Financial planning and wealth management can be complex. Sometimes it's hard to know what the
    possibilities are. That’s why you need someone who can help you illuminate today's possibilities to
    set you on the path toward your aspirations. Lexington Financial is here for you.


    Illuminate the Way

    Financial planning begins with helping you develop a clear picture of the future. You can count on us to help you see what is truly possible.


    Chart Your Course

    Once you know what you want to achieve, you'll need a plan to get there. We'll work with you to map out a plan to help you reach your dreams and manage your wealth.


    Reach for Your Goals

    You're not in this alone. We'll be by your side every step of the way. We guide and advise you whenever you need to make a course correction or adjustment.


    Estate Planning

    If you’re planning to leave a legacy, you’ll need to consider planning for your estate. Estate planning helps you decide what happens to your assets during your life and after your death.

    Proper planning can help you preserve, protect, and pass along your wealth. Estate planning encompasses a wide range of issues involving your family, your business, and your special needs. We can work with you to establish or enhance your estate plan.

    Retirement Planning

    Retirement planning should start early. Consistency and long-term planning can help you build a secure retirement, even in volatile economic cycles.

    Your retirement strategies may include:

    • Employer Plans
    • 401(k) or Similar Plans
    • Pension Plans
    • IRAs
    • Social Security
    • Savings Accounts
    • Investment Dividends
    • Annuities
    • Real Estate
    • Securities and Other Investment Options

    We can help you develop a strategy for supporting your desired retirement lifestyle using the retirement planning vehicles that are most appropriate to your situation.


    Risk Management

    As your wealth grows, you'll want to minimize risk to your assets, business, and health. We can help illuminate your potential risks so you can avoid them wherever possible. While you can't control everything, a strong risk management plan can help minimize your exposure to risk.




    Innovative Planning Solutions

    We use cutting-edge technology to give you a clear view of your finances. With RightCapital software, you can see all your financial information in one convenient place, so we can help you achieve your goals. Watch this short video to see how it works.