Andrew Lee with Lexington Insurance on Building Future Financials

What are future financials? Well, it’s essentially the approach that we use at Lexington Insurance to transform our agency into a more modernized state. Instead of focusing on individual transactions (most people who work in insurance are used to thinking like this), we focus above all on the client experience and on delivering value through […]

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Reasons to Work with a Financial Advisor for Financial Freedom 

Those in the Phoenix area know that it is important to do something with their money. You want to make sure you’re putting it away somewhere that is easy to reach, but also where it is going to make you money. This could be a savings account, as long as it is a high yielding […]

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Northwestern Mutual

Making the Smartest Investment in Phoenix  When you are ready to protect your financial future and do something to grow it, then you might have thought about investments. These investments can be made with a bit of thought and some research. You don’t want to put all of your money into an investment that you […]

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Primerica

Money Solutions Made Easy for Everyone in Denver With a family to raise and manage, a job to juggle, and everything else in between; your money might not be the priority on your mind. If you find yourself spending more than you’re bringing in, you want to know what your financial future looks like, or […]

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5 Reasons Denver, CO is the Perfect Place to Plan Retirement

One of the most significant factors influencing retirement planning is choosing where to live. Every state offers its own list of retirement perks and different types of retirement plans. However, most retirement plans are federally protected, which means you can access and use your 401k retirement plan anywhere you wish. That means Denver is an […]

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