
Wealth-care for those who take their money seriously
At The Lexington Financial Group, we believe in providing an individually designed financial plan dedicated to meeting your needs. As an independent firm, we are not beholden to any proprietary product, and are free to research the financial market to find products to meet your goals. This provides us with the correct mindset to always put clients first, and to work with you long into the future by providing the level of financial services your trust in us demands.
We know that each of you, as a client, has your own special set of needs. While we follow a proven process to develop a specific recommendation for you, there is no one approach that is appropriate for everyone. Our goal is to find the best solution to fit your financial needs.
Call us at (315) 637-7207 to set up an appointment to find out how we can help you reach your financial and wealth management goals today!
Newsletters
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New Fed Policy Suggests Low Rates for the Long Term
The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.
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Return of Premium Life Insurance: Protection and Cash Back
This article provides an overview of the pros and cons of a type of term policy – return of premium life insurance.
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Living Benefits Can Help Counter Retirement Risks
Optional riders that add living benefits to annuities might help retirees address two financial risks: outliving their savings and paying for long-term care.
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Do ETFs Belong in Your Portfolio?
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Savings Accumulation
Estimate the future value of your current savings.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?