investment management

We want to help you navigate markets and meet your investment objectives, which are ever evolving. LexAurum will manage your investments within your portfolio, based on your investment objectives and risk tolerance.  We use TD Ameritrade as our platform, and you can use their client portal to view your accounts at any time.

financial planning

What are you planning for?  Whether it's a wedding, starting a family, moving into a new home, starting your own company, saving for your children's education or working on an advanced degree for yourself, there are a lot of personal goals you have that require financial backing.  Financial planning helps you set realistic financial goals and put them into action.  We can help you with that.

retirement planning

We are living longer, have big dreams of travel and enjoying our golden years, but when can we pull the trigger on retirement?  The granddaddy of all financial planning, retirement planning helps you prepare so that you have realistic goals and assets to enjoy your retirement.