FIRST MEETING
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.
SECOND MEETING
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:
THIRD MEETING
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.
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 positioned to help you make the most of your finances.
Objective 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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