Retirement Made Easy

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Reasonable Rate of Return

Simplicity

Planning Your Retirement

We understand the complexities of planning for retirement, for that reason…

  • Lexington Financial has assembled team of dedicated professionals who make sure your retirement needs are not only met, but exceeded
  • We help families make a custom retirement plan that adheres to your specific goals
  • We maintain contact with our clients on an annual basis for re-evaluation of their current accounts

You deserve a true retirement expert! Call our team at 859-967-4663 for a no-obligation review of your retirement plan!

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Products

Every product offered here at Lexington Financial serves a unique purpose. Furthermore, everything is customizable to fit a client’s specific needs.

When you have an appointment, you get personalized advice to help you make informed decisions about retirement. We are here to make sure your plan meets your goals, if it doesn’t, we can help!

There are many different options available to our clients for retirement and legacy planning. At Lexington Financial, our services are not limited to these options, that’s why we encourage everyone to take time to meet with our retirement specialists, Jason and Aaron.

1. Indexed Life

A life insurance policy that grows based on a market index or fixed rate. Indexed life policies grow on a tax-deferred basis, and owners can borrow from their own policies on a tax-free basis. 

2. Term Life

Term life is a life insurance policy with a lower locked in rate for a fixed term, available from 1 to 30 years.

3. Indexed Annuity

Indexed Annuities are annuity contracts that use a market index to increase the account value. Since your earnings are locked annually, your account can never decrease in value due to market fluctuation. The primary focus here is safety, and guaranteed income for the rest of your life.

4. Fixed Annuity

Fixed Annuities give you the security of a fixed interest rate, as opposed to utilizing a market based index. Additionally, a common use for Fixed Annuities is for an interest based income; where you withdraw the interest gained monthly, and maintain the principal balance.

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Our Greatest Advocate - Our Clients!

“Anyone who has assets and doesn't know how to safely make investments, this is the firm to consult. They let you tell them what you hope to achieve and show you how to accomplish your goals. We have dealt with four other financial firms and we highly recommend Lexington Financial.”
- Client Since 2016
- Client Since 2016
“My husband and I attended a seminar with Jason, who explained in detail what his company offered, we both knew this was where we needed to entrust our funds... Come join the Family.”
- Client Since 2018
- Client Since 2018
"You have always worked for what is best for me. All I ask is that you keep up the good work - doing what is best for your clients..."
- Client Since 2020
“I am very satisfied with you and your company. You are a very honest person to work with and I appreciate that.”
- Client Since 2018
“After doing business with Lexington Financial for the past couple of years I have been very pleased. Jason and his staff have been attentive with my questions and concerns as well as my accounts. I wish I had done business with them sooner.”
- Client Since 2019
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  • 1795 Alysheba Way #4204, Lexington, KY 40509
  • 1227 Volunteer Parkway #512, Bristol, TN 37620
  • 232 Capitol Street, Charleston, WV, 25301

IMPORTANT CONSUMER INFORMATION

Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied. We are an independent insurance agency helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company.

Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

*By contacting Jason Stelter NPN#3310680/Lexington Financial, LLC NPN#17481987 you may be provided with information regarding the purchase of insurance products, including fixed index annuities and life insurance. *Advisory Services are offered by Jason Stelter, CRD#6825856 through Lexington Financial Advisors, LLC, CRD#289164, DBA Triple Crown Wealth Management, a Registered Investment Advisor in the States of Kentucky, Ohio, Tennessee, Virginia, West Virginia, or other jurisdictions where legally permitted.  Insurance products and services are offered through Lexington Financial, LLC, a related insurance company. 

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