Retirement Made Easy

Safety

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!

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.

We're here to help!

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.”

“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.”

"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..."

“I am very satisfied with you and your company. You are a very honest person to work with and I appreciate that.”

“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.”