Overview

Lexington Financial will review, evaluate, and measure your current financial picture to determine your level of income, potential reserves, basic risk tolerance, and identify the areas that require immediate attention. We will also determine and evaluate the performance of your assets:

  • Goals and objectives
  • Risk tolerance - volatility
  • Sustainability to economic trends
  • Rate of return

These findings coupled with an understanding of your immediate and future goals, and the consideration of certain, unforeseeable life events, will provide us with the means necessary to develop a strategy for building your Comprehensive Financial Plan.