Financial Life Guidance

Like you, we know that success is measured not just through a financial lens, but also in one’s personal happiness. How do you define happiness? Is it the money you make or the joy it can create, whether for you, your family, your business, or community? For most people, it’s the sum of all of these. It’s realizing your purpose and values and “living” them. We can help you do that.


Ready to take next steps to meet your Wealth Creation, Wealth Management and Wealth Impact goals?  Let’s get busy.

At Lenox, we are proud to team up with United Capital and bring you their leading-edge tools you can access online to put your financial plan in motion. 

The process is easy, eye opening and exciting.  Discover your personal attitudes towards money.  Identify the values and goals that determine your financial choices.  Understand trade-offs in making investment decisions. Explore questions such as, “What do you want your life to be like?” and “Do you have the resources to live the life you want?”

Click here to get started.  You’ve never had financial guidance more uniquely built on choices that are right for you.

Lenox and United Capital are two companies in the group that’s redefining the financial services industry.  As a FinLife partner of United Capital, Lenox is helping to carve a new path for our clients ––a breakthrough and expanded perspective regarding services, benefits and savings never before available.
— John Lame, CEO/Lenox Wealth