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INSURANCE & ESTATE
PLANNING
INSURANCE & ESTATE PLANNING
Life Insurance
Disability
Long-Term Care
Employer Group Insurance
Health, Medicare, HSA
Lexus Wealth Advisors that are properly licensed to offer insurance, do so through arrangements with insurance companies.
LIFE INSURANCE PLANNING
Having insurance is key, but the right amount and the right type are what we measure when it comes to how it fits in your overall financial planning strategy. We carefully review all of your coverages to determine if you are prepared to succeed in all situations.
ESTATE PLANNING
Your legacy is important. Our advisors will make sure you have all of your necessary estate documents in place. Working with your estate planning attorney or one of our trusted partners, we strive to ensure your plan is on track.
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