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Products & Services

At XEO Wealth Planning, we believe in providing a holistic financial planning approach that is personalized and unique to each client we serve. When you choose to partner with our office, you can expect to receive objective, unbiased advice that is customized to your needs and goals.

Whether you are an individual, family, or a small business owner, our suite of comprehensive services will support you on your journey toward establishing, growing, and securing your wealth. As an independent firm, we are proud to provide renowned planning services, with exceptional customer care and attention.

As Advisory Representatives of Lincoln Financial Securities, we offer:

  • Financial Planning
  • Financial Coaching
  • Investment Management
  • Risk Management
  • Cash Management
  • Tax Strategy
  • Pension Benefit Maximization
  • Employee Benefits Consulting
  • Gifting Strategies
  • Estate Planning

Regardless of where you are in life -  just starting a family or preparing for retirement - you deserve financial stability and a sense of security. A proper strategic plan will give you insight into your economic state, and will position you for long-term financial success.

Give our office a call today, and learn more about how we can help you, your family, and your business thrive.