Growing up in a middle-income household, I learned that the middle-income portion of America usually gets the worst end of the financial deal.  I realized that many middle-income families just like mine could use help in dealing with retirement options, tax management, or financial aid for their children’s college education.  This ultimately inspired me to help families just like mine, with the creation of LEXOR Financial Strategies.  Because, typically—

• The retirement options presented to middle-income families consist of a 401(k) or the like, in which they are given very little control over its destiny, and may end up paying more in taxes at retirement than when they chose to defer taxes with their contributions.
• In regards to help with financial aid, if the student isn’t terrific academically, the parents are given few options, and must scramble to find a way to afford the never-ending rise in college costs.

Families now have solutions to these problems!

Through LEXOR Financial Strategies, we show families how to become much more independent in their financial situations through the re-capturing of unnecessary wealth transfers (average 15%-25% of annual expenses re-captured) and reduced exposure to volatile markets.  We also show them alternative ways to grow retirement, and ways to avoid or minimize taxes!

Could your family use a financial tune-up?
Call us today to schedule your free consultation, and see for yourself how your financial life can be substantially improved — (423) 289-7472

With our LEXOR College Funding division, we show parents how to drastically minimize their college costs, by thousands of dollars, using strategies and ways that college Financial Aid Officers prefer families to not know.  Furthermore, high school guidance counselors are not educated on how to financially help families, therefore many parents are left having to make choices that many times cause them to overspend on college costs.

With our help and guidance, parents now have the education, coaching, and ability to afford college without sacrificing their retirement or going broke!  Call us today to schedule your free consultation before you make the same common mistakes many families do—(423) 289-7472.

BY THE WAY….

In my career, I’ve never had a family say, “I’m glad we waited to come see you.”  If you think we could possibly help you, you are doing yourself a disservice by procrastinating!

Schedule your consultation today!

(423) 289-7472