Lexington Financial Life Management

Lexington Financial Life Management provides comprehensive guidance and innovative strategies to assist business owners in managing not only their liquid wealth, but also the illiquid wealth that is locked inside their enterprise. Our vision is to give business owners a new perspective from which to view their business and their life, not as separate, but as one holistic, financial life ecosystem. The management of this personal ecosystem unlocks the value of the business and provides the plan and the process for business owners to experience and enjoy exponential life.

网站

https://www.Lex-Life.com

Lexington Financial Life Management的外部链接

所属行业

金融服务

规模

2-10 人

总部

Nashville，TN

类型

私人持股

创立

2005

领域

Family owned business、illiquid wealth、Liquid Wealth、Family Office、Financial Guidance、Investment Consulting、Estate Planning、Comprehensive Financial Planning、-Philanthropic Goal Setting and Solutions、Debt Structure Analysis、Retirement Planning、Retirement Plan Consulting、Business Assessments、Trust and Trust Protector Services、Wealth Protection、Real Estate、Insurance Consulting、Tax Planning和Succession Planning