An introduction to our approach to conservative wealth management and a discussion of your philosophy towards money issues. We will discuss your greatest desires, biggest challenges and your definition of an ideal future.
An in-depth review of your present situation along with short, intermediate, and long-term goals. Typically, LEXCO advisors will collect documents and statements and ask you to complete our brief but critically important assessment tools:
A written summary of planning observations, including analysis with high impact areas, and the services to be provided. The scope of the client-advisor engagement will outline exactly what you can expect, a retainer quote, and transparent costs of optional services if working together. As independent advisors with no products, we work for you and you alone.
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A report that allows LEXCO to understand your unique style of operating or “modus operendi”. There are no right or wrong answers and your report will allow us to quickly learn how to best deliver information to you based upon your unique preferences.
The report is in plain English yet this scientifically validated financial risk tolerance assessment digs deep into your personal risk parameters. An essential LEXCO tool prior to any invest- ment as the time to really appreciate your
risk threshold is clearly before you start.
Choosing the right advisor is many times the key to the success of your plans. From our Independent spirit to the True Discovery TM Process and our excellent service commitment, a LEXCO advisor is uniquely positioned to help you make the most of your finances.
Unbiased custom strategies upon a deeper understanding of your needs has been the cornerstone of our relationships. Please contact us to see for yourself what a LEXCO Wealth Management, Inc. professional can do for you.
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