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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!

LEXUS WEALTH MANAGEMENT

(402) 454-7222

Email: zola@lexuswealth.com

10040 Regency Circle

Suite 340

Omaha, NE 68114

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SERVICES

Retirement Planning

Investment Management

Financial Planning

Employer Retirement Plans

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ADVISOR ACCESS

Lexus Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Lexus Wealth Management and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes and does not intend to make an offer or solicitation for the sale or purchase of any product or security.. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Lexus Wealth Management unless a client service agreement is in place.

 

Securities offered through TradePMR, Inc. Member FINRA/SIPC.

© 2025 Lexus Wealth Management LLC. All Rights Reserved. 

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