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Home to personal wealth protection products that keep your money in your pocket!

We have 3 simple rules at Lexington Financial. They are safe, simple and reasonable rate of return. So, why do we believe this? Because we know history, above all, we know what happened during the previous financial disasters! We don’t want to see people lose their retirement if we can help them avoid it.

Have you had concerns about the market? Then it’s time to reconsider your plan! The page “Knowing Your Money” will show you common retirement pitfalls. It’s never a bad idea to prepare for the worst case scenario!

Call us at 859-967-4663 to schedule a no-obligation review of your retirement plan. We also offer online booking through Calendly!

Market Snapshot, January 2023 - Jason Stelter

As the year of 2023 plays out, we are beginning to see the consequences of the economic downturn play out in real time.  Here at home, we have seen a large amount of employee layoffs, store closings, and even several bankruptcy filings by major corporations that are household names.

In addition to these issues, we are now seeing the beginning of bank failures which has sent shockwaves through the economic system.  There are many other global factors at play as well that could cause other economic issues here at home such as expansion of the Ukraine conflict, a potential Tiawan/China conflict, the potential for the US Dollar losing its “reserve currency” status, and the push to settle international trades in other world currencies.

As the year continues to play out, it is expected that we will see additional market losses in the days, weeks, and months ahead due to the reasons just mentioned.  Now is the time to be looking for a way to protect your assets from any future market losses. 

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