After thirty years of experience through bull and bear markets, we have brought a unique perspective using a very deliberate, time-tested process, designed to avoid common mistakes and “blind spots”. Retirement represents an exciting new chapter in life, yet the stakes have never been higher. Our clients have zero trouble making decisions but need all the facts first. Many have shared the philosophy that they are not trying to beat the market, but instead, want a real world plan that matches their needs”.
– CHRISTOPHER JORDAN, January 2024

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Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Financial Planning offered through LEXCO Wealth Management, Inc., a registered investment advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: California, Colorado, Connecticut, Florida, Illinois, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, and Virginia.

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