A member of Forbes, Lax & Co. is an independent Rhode Island based firm offering concierge financial planning to high net-worth individuals, business owners, and their families. For half a century, this firm has been an industry leader and trusted advisor. Lax & Co. is a proud owner of Lion Street, a privately held, adviser-owned life insurance distribution company based in Austin, Texas.
Lion Street provides elite independent life insurance producers access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated needs of their high-net-worth and corporate clients.
Lion Street provides elite independent life insurance producers access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated needs of their high-net-worth and corporate clients.
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Lax & Co. is a proud owner of Lion Street, a privately held, adviser-owned life insurance distribution company based in Austin, Texas. Lion Street provides elite independent life insurance producers access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated needs of their high-net-worth and corporate clients.
We will take the time to fully understand your goals, time horizon, anticipated cash flows, and appropriate levels of risk. Our evaluation of your complete financial picture includes insurance policies, wills, trusts, retirement assets, and other benefit options. A comprehensive financial plan is one that provides the greatest likelihood of meeting your goals.
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Polly Leonard Do
May 15, 2021
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