Life is full of transitions

How a little help can get you through “what’s next”!

Life is full of moving parts, changes and challenges.  Some planned.  Others a complete surprise.  Some you navigate with ease.  Others can throw you for a loop and leave you wondering what just happened.  Even if the transition is positive, it can feel overwhelming. 


Look for a sounding board.

This is a good time to have a sounding board –– the ear, thoughts and guidance of professionals who have experienced what you’re going through and who can lend real-world direction.


At Lenox, we help you plan for and manage your financial life and all of its moving parts.  We help you formulate key questions to be asked, strategically explore and review opportunities, consider ramifications of decisions, avoid pitfalls, and more.


Real-world examples of how Lenox can help.


Switching careers.  Lenox advisors can assist you with decisions and compensation packages.


Purchase or LeaseLenox advisors can advise if a car purchase or lease is better for you and your financial goals. 


Building a New Home.  Lenox advisors can work with you through the difficult decisions related to building a new home or home renovations


New Business HiringLenox advisors can discuss hiring and employment options for your business and advise how best to establish good relationships with your employees.  


Life Insurance.  Lenox advisors can offer advice concerning life insurance products, and what is best for your financial situation and your family. 


Life happens –– the good, the bad, the wins and the losses.  It’s how you handle the transitions that matters.  Let us help.




At Lenox, we assist our clients in all aspects of their financial life –– career years through retirement years –– wealth creation, wealth management and wealth impact.  Have a question?  Need some specific guidance or information?  Please let us know. It would be our pleasure to help you Fund A Life You Love™.


If you’re ready to discuss financial planning that will allow you to Fund a Life You Love®, we’d love to tell you more.  Let’s talk.  It’s your tomorrow.


Call us for a complimentary 1-hour review.  Call 513.618.7080 or visit to Fund a Life You Love.


Past Performance is not indicative of future results.


This blog is limited to the dissemination of general information pertaining to its investment advisory/management services. This is not intended to be personalized investment advice. Please contact a Lenox adviser if you would like additional information.