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.

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.