What will My Life look Like in 2018 and Beyond?

We speak to family and life dreams. If your financial advisor only talks numbers- talk to us.

Do you look back a year, let’s say to January 1, 2017, and think about what happened this year?

Was it a good year? Did you do everything you wanted? Or, did some of your expectations fall short. The big question - how to make sure your ideas, goals and adventures get planned AND actually happen.

At Lenox, we take people through an exercise called Honest Conversations®, prompting great conversations about what is important to you, individually and as a couple. We create not just a financial plan but also a life plan. It is what makes Lenox different.

Where do you see yourself in 1, 5 or 10 years?

Lenox has a culture where each client is unique to us and we plan around his or her uniqueness. It is not a one size fits all.

Fund a Life You Love®, we live it and want our clients to experience it!

Let us help you make 2018 a year you will never forget.

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 contact us here 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.