By reach of new partners, our team now finds the opportunity to manage money within 19 states. Lexus believes financial freedom requires discipline driven by faith and optimism. After earning her B.A. in Communications and giving years of service to bank products, she realized her own independence was only philosophy until she could apply the principles.
Her learning now directs the work of comprehensive financial planning. Lexus is called to encourage you along the fundamentals of wealth. Let her build your vision, and demonstrate how to approach each stage. After-hours, you'll find her reading self-help books, with DIY projects, listening to R & B or hanging with the family.
Her learning now directs the work of comprehensive financial planning. Lexus is called to encourage you along the fundamentals of wealth. Let her build your vision, and demonstrate how to approach each stage. After-hours, you'll find her reading self-help books, with DIY projects, listening to R & B or hanging with the family.
Services
Asset allocation is an investment strategy that aims to balance risk and reward by apportioning a portfolio's assets according to an individual's goals, risk tolerance and investment horizon. The three main asset classes - equities, fixed-income, and cash and equivalents - have different levels of risk and return, so each will behave differently over time.
Bloomberg quickly and accurately delivers business financial information, news and insight to decision-makers around the world. S&P Global publishes a respected opinion. They offer credit ratings to promote universal benchmarks, transparency and business growth. Morningstar offers stock & mutual fund report subscriptions.
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