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EMPLOYER SPONSORED
RETIREMENT PLANS

EMPLOYER SPONSORED PLANNING

401(k) Plans

403(b) Plans

SIMPLE Plans

SEP Plans

Cash Balance Plans

Self Employed Plans

Retirement Plan Education

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SOLUTIONS TO FIT YOUR BUSINESS

Our partnerships with best in class plan administrators and recordkeepers make it easy to manage your plan. Giving you the confidence that you will have the right investments options and the very best in plan design to fit your organizations goals. 

ADVISOR ASSISTED GROWTH

Lexus Wealth Management Advisors are involved in the process of assisting your employees with educational sessions and hands on assistance to optimize tax and savings benefits, that will help secure their retirement plan objectives. 

Let's Talk

Do you have the right retirement plan benefit options in place for your business?

Schedule a Conversation Today!

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