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FOR THE ONES YOU LOVE

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  2. What We Do
  3. Our Technology

Our Technology

Technology plays a critical role in life today. It is the force that is driving change, and is an important component of our relationship-based process. Lexington’s clients realize that we are transitioning to a much more complex and interconnected environment where the intricacies of planning, implementation, and communication must be well coordinated, flexible, and agile.

At Lexington, technology isn’t the solution; it is a tool that facilitates our collaborative process, providing information for more comprehensive planning, improved communications, detailed reporting, and 24/7 access to information. We partner with industry-leading technology providers who have the necessary depth and experience, along with the commitment to refine the tools to meet changing needs and technological innovation.  The deep experience of our Alliance Team combined with smart technology allows us to provide 360 degree solutions, based on each client’s unique needs with increased efficiencies, and a dynamic customer experience.

 

Comprehensive Planning:

  • Access to consolidated data provides a composite of your complete financial picture and allows us to better evaluate your situation and assist you in achieving your life goals.
  • Smart technologies and techniques facilitate your being an active participant in the planning process.

 

24/7 Communications:

  • Gives you access to everything, any time and on any device
  • Provides a personal secure wealth management portal
  • Allows videoconferencing and f­­­­acilitates scheduling

 

Reporting:

  • Engaging and understandable reports
  • Detailed, goals-based reporting to track your progress and provide insight to make any necessary adjustments to stay the course

 

Education:

  • Educational resources to help improve your financial knowledge

What We Do

  • Our Services
  • Our Process
  • Our Technology
  • Lexington Investment Consulting™

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We use technology to as a tool to communicate and collaborate to give you the depth of information you need to understand your holistic financial life ecosystem. In today’s world you can make critical decisions with greater clarity and confidence by having real time data and real-world Lexington professionals on your team.

  •  Phone: 615.492.1011
  •  Fax: 866.698.5945
  •  Dale@Lex-life.com
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Lexington Financial/Life Management, LLC does not give legal or investment advice. All legal advice will be provided by an independent law firm engaged by the client to provide such advice. Investment advice will be provided through Lexington Investment Consulting, LLC an affiliate of Lexington Financial/Life Management, LLC

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